As a TOYOTA Team Member, you are already of aware of being part of on the world’s leading companies.  If you’re approaching retirement within the next five years it is crucial to begin planning and implementing a financial strategy for a smooth transition into retirement.

That’s where we come in. We specialize in helping TOYOTA employees navigate every piece of the retirement puzzle.

Here’s how we can help:
 Review Your Fidelity 401(k) Plan We’ll take a deep dive into your TOYOTA 401(k) through Fidelity to help you:

Understand how your plan works
Determine the most suitable investment allocation based on your goals, timeline, and risk tolerance
Monitor your account as you approach retirement to make sure you're on the right track

Clarify Your Retirement and Life Goals

We’ll work together to define what retirement looks like for you—and build a financial strategy to support that vision.

Review Social Security Benefits & Payment Options

Choosing when and how to claim Social Security can impact your lifetime benefits significantly. We’ll help you evaluate your:

• Eligibility and projected benefits
  
• Claiming age options and their impact
  
• Coordination with other retirement income sources
  

Create a Personalized Roadmap

From retirement income planning and investment decisions to tax strategies and legacy planning, we'll create a step-by-step path designed to fit your life and your future.

Let’s Build a Retirement You’re Excited About
With tailored guidance and local expertise, we’re here to help you move from career success to retirement confidence—on your terms.

*Van Leeuwen Retirement & Investment Services is not affiliated with nor endorsed by Toyota.