FERS Maximizer Meeting
For FERS Federal Employees
What You Get
- Net Pension Estimate. Value: $147
- Net Retirement Income Estimate. Value: $227
- Tailored Social Security Strategy. Value: $317
- TSP Review. Value: $357
- Access to Full 'FERS Retirement Maximizer Course'. Normally Sold For: $497
- 45 Minutes with a FERS Retirement Expert. Value: $794
- Bonus: How to Fill Out Retirement Application Training Video
- Bonus: Building Wealth in The TSP eBook
- Bonus: Estate Document Checklist
- Hundreds of hours of research that you won't have to do yourself. Value: Hundreds of hours you can spend on things you love
- Peace of Mind. Value: Priceless
Total Value: $2,339.00
Plus Hundreds of Hours of Research You Don't Have to Do + Peace of Mind (Priceless)
Price: $497
Our Guarantee
We are confident that this consultation will provide far more value than the price. At the end of our meeting if you didn’t think it was valuable then we’d be happy to give you a full refund.
Â
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).Â
The Main Goals of This Meeting
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?
Our Process: What to Expect
Step 1: Schedule a Meeting
You can make an appointment straight to our calendar below. Please use your personal email (not a work or government email) because those types of email addresses often push the meeting confirmations to spam. Even with your personal email, you may want to check your spam just in case.
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. We will also answer the three critical questions.
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)
