Public Employee Pension & Retirement
Attention All State and Federal Employees
Who Are We?
We are State and Federal Pension Experts.
We provide free retirement planning to public employees.
We serve all State, City, Town, Colleges, Universities, Public Schools, State and VA Hospitals and IRS Employees.
We help thousands of people across the United States with their retirement concerns every week.
Retirement Planning By Design
Pension
We will answer pension specific questions and help you determine how much your pension income gap will be.
Supplemental Accounts
These accounts bridge your income gap at retirement. They must be designed and managed properly to accomplish this based on your income level and goals for retirement.
Protection
Protection during working years
Protection during retirement years
Color of Money Risk Analysis
Assesses your financial picture and provides a roadmap to your overall risk preference. This is the first steps to retirement.
Generational Vault
Vault is a secure, online portal which will house and protect all your financial information.
Social Security Maximization
Every dollar you get from Social Security is a dollar you don’t have to take from your nest egg.
Design for Income
You have saved for retirement, but now it’s time to think about how to turn those savings into an income stream that lasts.
Design for Taxes
A diversified and efficient tax strategy can help you maximize your after- tax income.
Design for Healthcare
Healthcare cost are the second largest expense in retirement. Do you understand your Medicare options? Long-Term Care cost?
Already Have An Advisor?
No Problem. This meeting will not interfere with your current advisor's plan or recommendations and will only enhance your overall knowledge and awareness of retirement planning so you can stay on target.
There’s nothing wrong with getting a second opinion.
Remember not all advisors have the same products in their toolbox, and when it comes to pension you really need a pension advisor that knows your plan to maximize your benefits.
Schedule your Pension & Retirement Review:
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