Retirement Planning for Claremont Colleges Employees

Turn Your Benefits into a Clear, Confident Plan for Your Future

Optimize Your Benefits | Reduce Your Taxes | Retire with Confidence

 

Are Your Retirement Benefits Working as Hard as You Are?

Navigating your retirement benefits from the Claremont Colleges can feel complex. You need a plan that simplifies your options and aligns with your goals. But you may:

  • Feel unsure how to optimize your 403(b) and pension benefits.

  • Struggle to balance retirement savings with high living costs and other priorities.

  • Worry about the tax implications of retirement contributions and distributions.

  • Be uncertain about the best timeline to retire with confidence.

You don’t have to face these challenges alone.

Give Your Retirement a Plan

Gain Clarity

Understand your benefits and how to use them to reach your goals.

Have a Plan

Align your benefits with your vision of the perfect retirement.

Retire with Confidence

Feel prepared for the retirement you’ve earned.

Proudly Serving the Claremont Colleges

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Scripps College

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CLAREMONT MCKENNA COLLEGE

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PITZER COLLEGE

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Keck Graduate Institute

Claremont Graduate University

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POMONA COLLEGE

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HARVEY MUDD College

 

What Evermont Means for You

At Evermont Wealth, we focus on helping you achieve enduring financial clarity and confidence. As an employee of the Claremont Colleges, you’ve dedicated your career to making a difference. You deserve a retirement plan as thoughtful as the work you do.

We work with you to:

  • Maximize your 403(b) and pension benefits.

  • Create a retirement timeline aligned with your goals.

  • Plan sabbaticals or career transitions.

  • Optimize tax strategies to make your money work for you.

 Our Services Include:

Retirement Planning

Benefits Optimization

Sabbaticals & Career Transitions

Student Loan Strategies

Insurance REView

Legacy & Estate Planning

Tax Planning

Investment Management

The Plan

  • Step 1

    Schedule a 30-minute phone call to discuss your goals.

  • Step 2

    Meet virtually or in Claremont to see how we can help.

  • Step 3

    Sign the engagement to start creating your perfect retirement.

Schedule a Call

Are We a Match?

You deserve a financial advisor invested in your success. We may be a good fit if you:

  • Are a Claremont Colleges employee ready to maximize your benefits and plan your perfect retirement.

  • Want an ongoing partnership to help you stay on track and achieve your goals.

  • Value working with a local advisor committed to the Claremont community.

 

Take the First Step—Schedule a Call!

Ready to stop feeling unsure about your retirement benefits? Take the first step toward financial clarity and a plan tailored for employees of the Claremont Colleges. Schedule a consultation today.