Request a FREE Pension Gap Analysis to get customized retirement advice and know where you stand
Since 2003, we have helped Government Employees to understand their retirement benefits and meet long-term financial goals. Have questions about your pension, taxes in retirement, where all your income will come from in retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
Our representatives learn the value of educating clients, identifying a problem and providing a solution. As an independent marketing organization, our reps are knowledgeable about all the latest life insurance and annuity products in the market.
Specific opportunities to add value to you include:
We believe that there is no such thing as a one sized fits all approach to retirement planning. As an employee of a public entity, your situation is unique and most financial advisors are not versed on all the different options that exist for you. We do not charge any fees for our services. Before we make any recommendations, we analyze your goals and compare them to your current portfolio and project your status once you reach retirement if you continue with your current plan. We would then recommend an investment strategy designed to meet your risk tolerance. The number one thing we hear from our clients is "Where were you guys 20 years ago when I first started working?"
Our team is comprised of people with a variety of financial experience, but we all have this in common--a commitment to ethics and integrity. We are all fully licensed and credentialed. You can count on unbiased recommendations and impartial guidance.
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