• Case Studies

Diversifying concentrated VZ Stock Allocation in 401(k)

Learn how one client properly allocated his 401(K) between stocks and bonds, as well as diversified his plan across all asset classes and market sectors. 

  • Memos & Documents

Pension Election Guide

An in-depth look at how Verizon associates can properly make a pension election when retiring. 

  • Article

Article - August 2019 In Review

As we are early in 2022 it’s a good time to reflect on the guiding principles which govern our investment advice philosophy. H&A’s overall basis of investment advice is goal-focused and planning-driven

  • Article

Article - ADV Offer Letter

As we are early in 2022 it’s a good time to reflect on the guiding principles which govern our investment advice philosophy. H&A’s overall basis of investment advice is goal-focused

  • Memos & Documents

Estate Planning Guide

A helpful guide to help ensure you have everything you need for comprehensive estate planning.

  • Memos & Documents

Verizon Benefits Directory

Contact information for the Verizon Benefits Center and other important contacts. 

  • Case Studies

How the Right Guidance Saved a Verizon Employee $30K

Learn how the H&A team helped one client save $30,000 in pension benefits by identifying an error in his retirement commencement date.

  • Case Studies

Retirement Paperwork Case Study

The paperwork process to retire needs to be handled with care. Learn how the H&A team helped one client through the overwhelming retirement paperwork process and ensured she made the decisions that were right for her and her family.

  • Case Studies

Pension Lump Sum or Pension Annuity Case Study

Follow fictional Jane Miller as she decides between the Lump Sum option or the Annuity option with the guidance of H&A. 

  • Memos & Documents

Lump Sum or Annuity? Verizon Pension Benefit Choices Explained

Pension-eligible Verizon employees should understand the pros and cons of the annuity option and the lump-sum payout. Learn more. 

  • Memos & Documents

Tips for Verizon Employees Considering an EISP Offer and Early Retirement

We help Verizon employees considering or taking EISP offers plan for a financially secure retirement. Learn how to get the most out of your EISP.