Boost your income and benefits with our NEW...
Federal Retirement Maximization Bundle
This 4-part Financial Strategy Bundle consists of our Next Gen Risk Assessment, followed up by a personal Retirement Map which gets updated by our team annually.
Next you'll have a personal TSP Optimization Hub that will alert you on ways to optimize your TSP Plan based on market trends and a proprietary AI system, as well as Monthly FERS Tips & Tricks designed to keep you informed with market trends, changes in the Federal Benefit System, secret FERS tips and more!
Normally This Bundle Of Benefits would cost $1,000 Per Year,
Secure Your Access TODAY For Only $9.99 Per Month!
Part 1. Next Gen Risk Assessment
What would your portfolio look like if the market crashed tomorrow?
Would you make it through retirement?
Define Your Risk Number
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process
Align Your Portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time
Part 2. Customized Retirement Map
Have a plan for success with a personalized retirement plan.
Make sure you're ready for what comes next!
The Custom Retirement Map serves as your vital GPS, intricately designed to steer you towards the realization of your aspirations for an ideal retirement. Condensed into an easy report, this retirement plan offers a comprehensive overview of your financial landscape, pinpointing areas that demand your attention and outlining actionable steps essential for reaching your retirement destination punctually.
Just as with any plan, adherence to a plan is ESSENTIAL to achieving or exceeding your goals.
Your retirement plan remains adaptable, ensuring it aligns with your evolving needs. The option for a yearly update and review from our team is readily available upon request.
Embark on your journey today with a personalized roadmap and gain a head start on securing your retirement aspirations!
Part 3. TSP Optimizer
Will you have enough money to retire using funds from your TSP?
The TSP Optimizer® helps you customize your Thrift Savings Plan by recommending what to buy, when to buy and when to sell. Managing your retirement account can be complicated and making the wrong investment decisions now could result in a smaller nest egg when you are ready to retire. Let AI do the heavy lifting for determining your Traditional and Roth TSP accounts!
Part 4. Monthly FERS Tips & Tricks
Keep Up-To-Date On Financial Changes That Will Seriously Impact Retirement!
Included with your Federal Retirement Maximization Bundle includes your monthly insider insights on changes in the financial and federal markets. They say knowledge is power and this monthly e-newsletter puts the power in your palm allowing you to stay on top of financial trends, changes in the financial markets, and innovative new financial strategies/products that could help you get you to your retirement destination faster.
When you sign up for your Maximization Bundle, make sure you provide us with your personal email below to ensure our newsletter gets delivered right to your inbox every month with our secrets!
Ready to get started? Click below to begin.
Let's Get Started!
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