Blog | Sarver Vrooman Wealth Advisors

I’m a Retiring Engineer… Who Has a 401(k) and ESOP. What Happens Next?

Monday, May 18, 2026

Bruce is a 60-year-old engineer at a well-respected engineering firm and is thinking about retiring after 30+ years at the company. Bruce has been meeting with Sarver Vrooman Wealth Advisors (SVWA) for a number of years and understands...

The ESOP Engineer’s Pre-Retirement Financial Planning Toolkit

Monday, May 18, 2026

A practical guide for engineers preparing to retire with concentrated ESOP holdings that will be liquidated over time. Understanding ESOP Liquidity Your ESOP isn’t like a traditional investment. It’s typically sold back to the company...