Seattle Financial Planning For Boeing Employees

Olympic Wealth Management has a long history of forming investment and retirement plans for both current and former Boeing employees. You can count on our expertise regarding pension plans, 401K investing, executive benefits, stock options, Roth IRAs, and more. Contact us today to learn more about our financial planning services for Boeing employees in Seattle.

Seattle Investment Planning For Beoing Employees

Are you a Boeing employee who needs assistance consolidating your assets and crafting a strategic investment plan? We know your demanding career keeps you busy, so why not delegate these difficult, time-consuming tasks to a trusted financial advisor in Seattle?

With years of experience in investment planning for Boeing employees, our financial advisor Eric Cumley can help you navigate the complexities of your 401Ks, investments, CDs, brokerage accounts, and more. He is an experienced CERTIFIED FINANCIAL PLANNER™ and Wealth Management Advisor who will give you all the time and attention necessary to create a sound investment plan.

Seattle Retirement Planning for Boeing Employees

When it comes time to plan for retirement, there’s no one-size-fits-all solution regarding pension plans and options. This decision requires thorough financial analysis and due diligence to determine what option will be most beneficial for you and your family when the time comes for you to retire from Boeing.

At Olympic Wealth Management, our Seattle financial planner, Eric Cumley, can help you learn more about the various retirement benefits offered at Boeing and assist you in choosing the right option for your unique financial situation. Whether you currently work at Boeing and have 2-3 years before you’re set to retire, or you’ve long since left, Eric will help you carefully review your financial situation and make well-informed decisions.

Time after time, Eric receives referrals from many satisfied Boeing associates and employees who value his impeccable experience and expertise when it comes to Boeing retirement benefits. Watch our video to learn more about how our Certified Financial Planner, Eric Cumley, works with Boeing employees:

Eric is a proven, independent expert on Boeing’s suite of retirement benefits, including:

  • Boeing 401(k) investment planning
  • Determining 401(k) pre-tax vs. Roth contribution rates along with catch-up contributions and in-plan
  • Roth conversions
  • Pension claiming options for the PVP and the BCERP, as well as how to choose between the monthly annuity vs. lump sum forms of payment
  • Determining suitability for and enrolling in the Supplemental Savings Plan (SSP)
  • Strategies for reducing exposure to Boeing stock and exercising options
  • Age 59.5 in-service 401(k) distributions
  • Layoff severance benefits
  • Interfacing with Worklife and NetBenefits
  • Executive benefits including Deferred Compensation, SSP+, DC SERP and more

Why Choose Us as Your Boeing Retirement Financial Advisor

“If you intend to involve a financial professional in your investment and retirement planning, be sure it’s someone with expertise advising on financial matters unique to Boeing associates.”

Mutual Trust

Establishing mutual trust and forming meaningful relationships with Boeing associates is paramount here at Olympic Wealth Management. Our team goes above and beyond to meet these objectives.


We always strive to be open and transparent in our communication with Boeing associates, ensuring they have access to all the relevant financial information they need.

Exceptional Service

We never take the privilege of working with Boeing employees and associates for granted. Our commitment is to provide outstanding, dependable service each and every day.

Are You a Boeing Employee Planning For Retirement?

Contact Your Seattle Financial Advisor Today!