•401K & IRA Rollovers
Property Casualty Insurance
Federal Benefits WorkShop
Which Road Do you take. One leads to financial success, the other financial problems.
The process of setting goals helps you choose where you want to go in life.
By knowing precisely what you want to achieve, you know where you have to concentrate your efforts. You'll also quickly spot the distractions that would otherwise lure you from your course.
Financial / Retirement Services, Resources, and Solutions using all the tools in our bag to offer the most competitive products from the highest-rated institutions, so you can be confident that our competition does not have something better to offer.
Information contained herein should not be construed as legal or tax advice and is intended for illustrative purposes only. All charts, graphs, estimates and projections are based upon hypothetical situations, are not representative of any particular financial condition and are not intended to represent a likely or guaranteed return or outcome for any prospective customer.
1. "Mapping Your Retirement" is indespensible in helping navigate the second half of your life. Providing tools to help prepare emotionally, physcially, and financially for this stage of life.
2. "Federal Employee Retirement Systems & Benefits" designed for Federal employees, Postal, Traffic Controllers, Police and FireFighters covered under Federal Retirement System. This is essential for employees to make effective plans and to become aware of the benefits which could be payable in case of disability, death or retirement.
3.Life’s Final Chapter Workshop Series - planning for the end of life with “grace and gusto”. It encourages early decision-making and writing down plans before it's too late. Wiser choices can be made when there is time to explore the options with less emotional stress.
"Real World Index Annuity Returns"
Wharton School of Finance – White Papers
Investing Your Lump Sum at Retirement
Does it matter if you invest in Stocks or Bonds? – NO - Study by Center for Retirement Research: Click Here
Boston College - Get your mind in Gear for Retirement Video.