Dear SCE Family

For over 20 years, we have helped hundreds of SCE employees plan for and transition into retirement. However, my roots with Southern California Edison run even deeper. My parents both worked for the company;  my dad was a manager of Operation Audits for over 30 years working out of the G.O. retiring with the VRO in 1996, while my mom worked as a CSR throughout my childhood. Our life quite literally revolved around Edison, with company picnics at Cage Park next to the Highgrove substation.  I continued the tradition, working for SCE after high school as a Lot Attendant at the Covina District. Edison was very good to my family, and I consider myself lucky to continue helping employees of this fine company. Please feel free to reach out if you have any questions, or if you’d like us to review your financial future. While transitioning to retirement can be unsettling,

We're here to help you along the way; it’s what family is all about.

 

Sincerely,

J. Jeff Marvin

Citrus Wealth and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by SCE.

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56%

Are Employees or Retirees of Utility companies

22%

Plan to Retire

in the Next

Ten Years

100%

Have Custom

Adaptive Financial

Plans

Data as of February 2021.

Our Clients

Relevant Advice

While You're Working

Preparing for

Retirement

01

HAVE A

PLAN

02

REVIEW HEALTH CARE OPTIONS

03

DETERMINE LUMP SUM OR ANNUITY (PENSION)

04

PICK A DATE TO RETIRE