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Resource Center for Lockheed Martin Employees



Retirement Planning

With the Aerospace Industry at our backdoor here in Central Florida, we have served several Lockheed Martin employees over the years. We know the challenges Lockheed employees face when planning for retirement and we would be glad to serve as a resource for you as you secure your retirement.

When approaching retirement, many express concerns regarding when they can retire, whether they're on track to have enough to last, and what they should be doing now to prepare.

We know these concerns well. We are prepared to utilize our financial planning process to eliminate uncertainty and draw upon our knowledge of Lockheed benefits, including those listed below, and many more.

  • Salaried Savings Plan
  • Pension
  • Capital Accumulation Plan
  • Deferred Management Incentive Compensation Plan
  • LM Healthworks Plan



5 Challenges to Retirement Planning

After guiding clients for nearly 20 years, SFM Financial Advisor Mike Allen decided to write a white paper on the 5 most common challenges to retirement planning. 

Mike focused on clients that work at Lockheed Martin and determined that their 5 common challenges were universal to most individuals planning for retirement.

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The Planning Process

Financial security doesn’t just happen all by itself. Behind every strategic and secure investment portfolio is a well-calibrated process allowing it to achieve specific investment goals.

With more than three decades of experience, we know well the time, considerations, and calculations involved in getting to know a client’s life goals, and developing a financial plan centered around those goals. Check out our 5-step process!



A Free, No-Obligation Financial Review

We believe that financial planning is more than a profession - it's a calling. We realize finances aren't so much about money but rather family, health, hope, and happiness.

Finances are only as successful as the purpose for which they're intended to fulfill. Over the past three decades, we've had the privilege of helping families and individuals in Central Florida.

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