Retire Teamsters
Financial Planning

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Specialized retirement planning and financial services tailored specifically for Local 804 members



Your dedicated financial planning partners

Retire 804 is a specialized division of Halliday Financial, dedicated exclusively to serving the financial planning needs of Teamsters Local 804 members. We understand the unique benefits, pension structures, and retirement challenges that Local 804 members face throughout their careers.

Our team of experienced financial advisors has developed deep expertise in Teamsters benefits, allowing us to provide targeted guidance that helps you maximize your pension, optimize your retirement savings, and create a comprehensive financial plan for your future.

Whether you're just starting your career with Local 804 or approaching retirement, we're here to help you navigate every stage of your financial journey with confidence and clarity.

Want to speak with an advisor? Contact us HERE
OR
Reach out directly
Phone: 917-985-9294
Email: retireteamsters@hallidayfinancial.com

Our Services

Comprehensive financial planning for Local 804 members

Retirement Planning

Specialized retirement strategies designed specifically for Local 804 pension optimization and income planning.

Investment Management

Personalized investment strategies aligned with your Local 804 benefits and retirement timeline.

Income Planning

Coordinate your income from pension, social security, earned income, and investments.

               

Request Your Pension Estimate

An important step in your financial planning process

      

Why Request a Pension Estimate?

Local 804 members that are covered by a pension can request a pension estimate while they are working. This is an important step in the financial planning process as it helps:

  • Provide members with a clear estimate of their pension benefits
  • Provides options for individual and spousal benefit
  • Make sure your years of service are correctly reported

Get started with your pension planning today

RetireTeamsters.com and Halliday Financial are independent organizations and are not affiliated with, endorsed by, sponsored by, or authorized by the International Brotherhood of Teamsters ("IBT"), any Teamsters Local Union, Joint Council, or any other Teamsters-affiliated organization.

The use of the terms "Teamsters," "IBT," and any related references on this website is solely for descriptive purposes to identify the community of current and retired Teamster members we serve. All trademarks, service marks, logos, and trade names are the property of their respective owners and are used only for identification purposes.

The information provided on this website is for educational and informational purposes only. Nothing contained on this website should be construed as an endorsement, sponsorship, approval, or recommendation by the International Brotherhood of Teamsters or any affiliated organization.

Any discussion of Teamster pension plans, retirement benefits, health benefits, or other programs is intended to provide general information only and should not be considered official guidance or a substitute for the governing plan documents. Individuals should consult their Local Union, plan administrator, Summary Plan Description (SPD), and official plan documents regarding their specific benefits and eligibility.

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Retire Teamsters
725 Glen Cove Ave
Glen Head, NY 11545
  917-985-9294


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