Southern California Edison Employee Benefits

SCE Retirement Planning

At Warren Street Wealth Advisors, we’ve worked alongside hundreds of Southern California Edison employees to help them navigate through the stressful retirement process with the ultimate goal of bringing financial structure, stability and consistency to their retirement portfolios.

Throughout this process, we’ve learned the intricacies of the SoCal Edison employee benefits and retirement programs allowing us to bring practical experience to our clients and deliver the highest possible level of financial services. So whether you are looking to retire in the near future, were grandfathered into an SCE benefits package or are simply planning ahead, Warren Street Wealth Advisors has the knowledge to guide through the process every step of the way.

Helpful SCE Resources:

SCE Medical Benefits Resources

Your Pension – Lump Sum vs Annuity

Edison Benefits Program

Download our Southern California Edison Retirement Handbook

Watch our FREE SCE Retirement Webinar Here

Grandfathered Pension? Watch our FREE Grandfathered Pension Webinar

Investment Management

Unsure of how you should be invested? Not interested in tracking the markets while you work or in retirement? Did you know that you can hire a professional to manage your 401(k) while you work at Southern California Edison?

Through the Charles Schwab’s Personal Choice Retirement Account option inside the Edison 401k you can hire a professional money manager to construct and manage your retirement portfolio while you continue preparing for retirement. Not limited to the core investment lineup of Edison, we can go out into the world of investments to build, manage, and monitor your portfolio tailored toward your specific retirement goals and objectives. Warren Street is dedicated to providing cost effective and disciplined portfolios that are results driven and keep client interests at the forefront.

Retirement Planning

Having a financial plan will keep you on top of where you are and more confident about where you are going. Through our unique process, WEALTH DESIGNED, we help clients solidify their financial plan and help them develop the path to reach their financial goals. Our financial planning process discusses:

Wealth Management
Risk Management
Taxes
Estate Planning
Cash Management

In addition to taking a highly detailed approach to the financial planning process, we use technology that pulls real time information into your plan on a daily basis. This includes: mortgages, car loans, credit cars, savings accounts, IRA’s, 401k’s, everything. Imaging knowing your exact net worth and whether you are on track to reach your financial goals on a daily basis. Gone are the days of creating a financial plan on paper that becomes stale days after it was made. Your financial plan and all of your information can be in a single place accessible to you 24/7, 365.

Learn About Our Process