Retirement Planning for PG&E Employees
From pension decisions and 401(k) management to Roth conversions and tax planning, we help PG&E employees retire on their terms.
As Seen On...
You're a PG&E Employee
You know you've got PG&E benefits, from your pension to your 401(k) and RMSA, and that they'll shape your retirement, but...
You have questions...
How do I make the most of my 401(k) and PG&E Benefits?
You know your pension is a big deal, but you're not sure what it'll pay.
How can an IRA Roth Conversion help my situation?
You've heard the term before, but you don't know when or how much to convert.
How much would I really need to retire by my desired age?
You're picturing your last day at PG&E, but you're not sure when you can afford it.
Making Sense of Your PG&E Pension, 401(k) & RMSA, Together
We plan your pension, 401(k), RMSA and taxes together, so every decision, from your payout option to Roth conversions, supports the next.
Where do you fit?
Retired & Trying to Enjoy Retirement
You're making your savings last and using Roth conversions to keep RMDs and taxes in check.
Protect my Savings
Ages 50-60, Ready for Retirement
You're choosing a retirement date, a pension option and what to do with your 401(k) when you leave.
Get Retirement Ready
Download the Free PG&E Retirement Timeline Guide
Grab your free "Ultimate Retirement Tax-Savings Timeline" and see when to make key tax moves with your PG&E pension, 401(k) and IRA.
Why Choose Powering Your Retirement
We combine in-depth knowledge of PG&E benefits with advanced tax, 401(k) management and IRA planning, to help you retire the way you've always wanted.
We Know PG&E Benefits Inside Out
From your pension to your 401(k) and RMSA, we know just how every PG&E benefit fits into your whole retirement.
We Specialize in Clients From PG&E
We work only with PG&E employees, so chances are we've seen your exact situation many times before.
Roth Conversion & IRA Expertise
Backed by Ed Slott Elite Advisor training, we'll show you when a Roth conversion pays off for your IRA.
Fiduciaries, With Fee-Based Advice
With CFP® and IRS Enrolled Agent credentials, we check every retirement move you make against your tax bill.
Daniel Leonard, CFP®
With 30+ years as a retirement specialist, I’ve spent the last decade helping PG&E employees maximize their retirement benefits.
I’ve helped over 100 PG&E employees retire smoothly, guiding them through the same paperwork year after year. Whether you’re just starting or nearing retirement, I’m here to help you make the most of your finances.
Our 3-Step Process
Start with a free assessment, and three easy meetings later you'll have a plan built around your PG&E benefits.
Data & Goal Gathering
We'll gather details on your pension, 401(k), savings, and chat about your goals.
This is a relaxed meeting to understand your situation.
Data Review & Projections
Next, we'll walk through your pension options, 401(k) and taxes, showing how retirement could look at different dates.
Think of it as a check-up for your PG&E retirement plan!
Final Review & Recommend
In our final meeting, we'll share recommendations with you.
You're in the driver's seat. Whether you move forward or just wanted some advice, there's no obligation to continue.
