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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.

For a limited time, Dallen Haws himself will be the financial planner who meets with you during this consultation.

 

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). 

Note: Make sure you hit ‘schedule event’ once you are done entering your payment information. You’ll know you set the appointment successfully once you are redirected to a confirmation page.

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)

Answers To Common Questions

How do you make money?

We are a commission-free (a.k.a. fee-only) financial planning firm for FERS federal employees. Our fees depend on the complexity of your situation but our fees are always very transparent. Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not us.  Our goal is to lower your taxes, maximize your benefits, and make sure you can retire without worry. 

Can you meet virtually and work with people in other locations?

Yep! We work with people from all over the U.S. as well as many federal employees who are stationed overseas.

What areas do you help your clients with?

Great question. Here are the 5 areas that we help our clients with. 

-Retirement Planning: Planning for the day when work is optional

-Investment Planning: Building wealth for your future

-Tax Strategy: Taking advantage of opportunities in the tax law

-Insurance Planning: Protecting your loved ones and what you’ve already built

-Estate Planning: Planning for those you leave behind

Other Questions? Contact us at: [email protected]