FERS Retirement Maximizer Meeting
45 Minutes with one of our financial planners to make sure you are on track for a great retirement.
The Main Goals of This Assessment
We want to help you answer these big three retirement questions:
-Are you on track for a great retirement (or other goal)?
-Are you getting the most out of your benefits?
-How can you reduce your taxes?
What You Get at our meeting:
-Our "Net Retirement Income" Report ($197)
-Our "Are You Ready to Retire" Assessment (Value: $256)
-Personalized advice about your TSP, Federal Pension, FEHB, Taxes, FEGLI, Estate Planning, and more (Value: $287)
-45 Minutes with one of our financial planners who are experts in federal benefits and retirement planning (Value: $397)
-The Peace of Mind that comes from having a professional look over your situation (Value: Priceless)
Total Value: $1,137.00 + Peace of Mind
Meeting Price: $347
Our Guarantee
We are confident that this consultation will provide far more value than what we charge. At the end of our meeting if you didn’t think it was worth the cost then we’d happy to give you a full refund.
Note: We often book weeks (if not months) in advance so we encourage you to book as early as you can especially if there are deadlines approaching (like retirement).
Our Process: What to Expect
Step 1: Schedule a Meeting
Once you pay for the meeting, you will get a link in the confirmation email to schedule right on our calendar.
Step 2: Fill out The Survey
Once you schedule an appointment, the confirmation email will contain a link to our survey. This survey is critical to making our time together as valuable as possible for you. Without good information, our advice can’t be tailored for you.
Step 3: Analyze
This step is for our team. We will apply decades of Nobel-prize winning research and thousands of hours of training to answer three critical questions for you.
-Are you on track for a great retirement (or other goal)?
-Are you getting the most out of your benefits?
-How can you reduce your taxes?
Step 4: The Meeting Happens
This is where we meet to review our findings and recommendations. In simple terms, we will explain what you can do to improve your retirement plan and if you are on track.
This will be your chance to ask any other questions that you may have.
Step 5: Next Steps
After our call, many people want to hire our firm to help them in a comprehensive and on-going way. If you are interested in this service, we’d be happy to discuss it during our call.
Our ongoing services generally includes:
-Making sure, no matter what happens in the tax code, the stock market, and your personal life that you are always on track to retire and stay retired.
-Ongoing advice in areas such as: Taxes, FERS Benefits, Social Security, Insurance (FEHB, Medicare), Investments, Estate Planning, etc.
-Investment Management (Making sure you money is always working hard for you)