Financial Planner$1000 once off payment
$45 a month
Dynamic Personal Financial Planning Software
SZ Personal Consulation
TSP Planning Mail
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!