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Retiring from Salt River Project?

You Need to Know Your Benefits Inside and Out

Your SRP Retirement Deserves Specialized Guidance

After years of keeping Arizona's power flowing, you've earned a secure retirement. As local utilities employees specialists, we understand that SRP's complex benefits—pension timing, deferred comp, retiree healthcare, and EPIC bonuses—require expert knowledge to maximize your financial future.

At Solana Financial Group, we routinely hear our SRP clients say, "You know my employer benefits better than I do!" Brently Klontz and Zach Makawi have guided numerous "Uncle Salty" employees through successful retirement transitions.

Testimonials from SRP Retirees

Mike and Melanie

Retired from SRP in 2018

Richard and Cindy

Worked for SRP for 22 years

Critical SRP Decisions That Could Cost You Thousands

Timing Is Everything

  • Should you retire in January or wait for your work anniversary?
  • How does the EPIC bonus impact your retirement timeline?
  • When should you coordinate pension, deferred comp, and Social Security?

Healthcare & Tax Optimization

  • Navigating SRP retiree medical benefits with Medicare eligibility
  • Managing pension vs. lump sum decisions strategically
  • Utilizing SRP's mega backdoor Roth opportunities

Why We're Different: We Specialize in Local Arizona Utilities

We Live and Breathe SRP Benefits

Our team has developed deep expertise in utility company benefits over the years. We know pension maximization strategies, 401(k) allocation options, and how to integrate your unique SRP benefits into a comprehensive retirement plan.

Comprehensive Planning Beyond Your Paycheck

We provide personalized guidance on cash-flow planning, investment management, tax strategies, and retirement income planning—all tailored specifically for utilities employees who've built substantial nest eggs through diligent saving.

Nice People Working with Nice People

We only work with genuinely nice people who are diligent savers (typically with $750,000+ retirement assets) and understand the value of expert guidance. After all, you get one chance to retire—don't risk doing it alone.

You've Worked Too Hard to Leave Money on the Table<br/>

You've Worked Too Hard to Leave Money on the Table

Your decades of service at SRP deserve more than guesswork. One wrong decision about timing, healthcare coordination, or tax strategy could cost you thousands in retirement income.

Ready to work with advisors who truly understand SRP benefits?

Schedule your complimentary 15-minute consultation and discover how our utilities expertise can help maximize your SRP retirement.