Uncover the Keys to Financial Success in Your FERS Retirement with Three Essential Steps. Maximize Your Benefits, Secure Your Finances, and Embrace a Prosperous Retirement Journey!
Here Are The Steps
STEP 1
Book Your FERS Discovery Call
Schedule Your Personalized Discovery Call Today for Expert Guidance and Insight into Your Federal Retirement.
STEP 2
Optimize All Your
Benefits
Unlock the Full Spectrum of Your Benefits – A Comprehensive Approach to Optimizing Your Financial Well-being and Securing a Brighter Future.
STEP 3
Create Your Ideal
Retirement
A Tailored Approach to Creating the Ideal Post-Career Life. Discover Personalized Strategies for Financial Security, Fulfillment, and Peace of Mind.
As An Addition...
A FERS Retirement Pension Analysis Report
Your customized report will provide a visual side-by-side comparison based on when you want to retire versus an optimized monthly pension annuity projection so you can make a thoughtful retirement decision when locking in your future monthly annuity income.
A FEGLI Employee Analysis
Report
Your personalized report detailing your current death benefits based on what coverages you have: Basic Life, Options A, B and/or C plus project the rising costs of keeping some options into retirement. Together, we will discover how to achieve peace of mind for yourself and your loved ones with thoughtful estate planning strategies regardless of your marital status during our family and legacy planning discussion.
A Thrift Savings Plan (TSP) Educational Report
This report will showcase the recent performance of each individual fund and the Lifecycle funds, discuss how TSP works, Traditional and Roth options and highlight the historical data to show how to optimize the TSP during your career and retirement savings and accumulation years.
BONUS #1
A personalized Estimated
Income Worksheet
This comes with up to 3 customized GROSS monthly annuity income projections
ALL DONE FOR YOU.
These estimates are based on three projected retirement ages, your estimated High-3 average salary, and your years of creditable service in order to created your ideal retirement monthly annuity income plan.
BONUS #2
A Personalized Estimated Deduction Worksheet
Along with our offerings, we present you with a personalized Estimated Deduction Worksheet. This is tailored to your specific situation, showcasing precisely the NET retirement income you can anticipate based on your current expenses and lifestyle. It's a personalized roadmap to help you align your retirement goals with your financial reality.
BONUS #3
A Debt Reduction
Review
If you find yourself grappling with more than $10k in credit card or personal loan debt, we offer an additional perk: a complimentary assessment and worksheet as the third bonus. This tool will help you navigate and manage this debt, allowing you to focus on securing your retirement and future financial stability.
Schedule your consultation today and let's get started on your path to a prosperous retirement!
Protect Your Loved Ones and Your Legacy
Will vs. Trust Quiz: Do You Have the Right Plan in Place?
This quick quiz will help you determine whether you need a Will, a Trust, or a consultation with an attorney based on your personal situation.
✅Simple & Fast – Takes less than 2 minutes
✅Personalized Results - Find out what option best suits your needs
✅Guidance You Can Trust – Get expert insight to secure your family and financial legacy
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