The Daimler Pre-Retiree Program

A Tax, Financial and Retirement Planning Program Designed for Daimler Trucks of North America Employees, Age 50 & up.

We have extensive experience working specifically with employees of Daimler, and are intimately familiar with their culture, benefits offerings, and more. With ongoing investment checkups with your 401k, tax preparation, health insurance planning for early retirees, access to our financial planning app, life and career planning, and more, our DTNA Program is built just for you.

  • 401k & Investment Planning

    For most American workers, their employer sponsored plan represents their biggest asset towards funding retirement. Daimler’s plans are likely yours as well. Making the proper investment decisions in the “home stretch” of your career are of key importance.

  • Tax Preparation & Planning

    We can handle your tax preparation, but more importantly we can help structure your retirement income to be as tax efficient as possible. This is particularly helpful as you near your retirement window. From Roth conversions to rental properties, we can handle it.

  • Comprehensive Financial Planning

    Together we will work through the pillars of financial planning to help you prepare for the life that you want in retirement. Everything from career decisions, healthcare coverage, investments, to Social Security.

Steven K Howell, CPA, CFP

“We have worked for years with retirees and pre-retirees of Daimler Truck North America, and our process designed specifically for them has proven to be a successful one. From Portland, Oregon to Fort Mill, South Carolina, we’ve had the privilege of fostering client relationships across the country with DTNA employees. Our practice is founded on not only providing the best comprehensive financial planning you can find, but also making it accessible and user-friendly.

In our financial life, the handful of years before retirement are so important. If you get those years right, take the proper steps, get your investments and taxes in order, and find the right healthcare option in early retirement, you’ll be setting yourself up for a successful transition into that next phase of life. Helping DTNA employees maximize the last few years of their career, enhance their portfolio, and see them enter retirement in a great place… that’s exactly why we do this.”

~Steven