Financial Planner$1000 once off payment
$45 a month
- Dynamic Personal Financial Planning Software
- SZ Personal Consulation
- TSP Planning Mail
- Live Webinars
- Dynamic E-Workbook with Extra
- Access to Webinar Archive
- Life Insurance Workbook
- 26 Benefit Question Series(with Answers)
- Top Ten TSP Mistakes
Our next class is in
Don't take my Word for it
Here’s what my members have said and seen
This is a very serious service which usually translates into thousands of dollars of financial benefits every year, year after year, compounding.
Chuck M. was given 2 immediate action steps that translated into at least $25k a year portfolio growth, year after year for the rest of his life.
Sina Y. was given 3 immediate action steps that translate into a $350k increase in portfolio value by the time she retires (she’s expecting to retire in 10 years).
Anil K. was given 1 immediate action step with his rental property that saved him $8k on closing costs and spared him $8k each year in property expenses.
Nancy G. received 1 action step that saved her $3k a year on her insurances. $3k savings per year over a life expectancy of 30 years = $90k
Michael U. was given 1 immediate action step that translated into $3k of additional monthly Social Security benefits over a 5 year period. That’s $36k a year x 5 years = $180k!
Judy E. was given 5 immediate action steps that translated into $10k of savings over a two year period of time.
Over 90% of my members experience at least $3k of financial benefit within the first year. This is an amazing return on investment!