Stephen is an expert on the rules and processes of federal retirement, and also for wealth accumulation through the TSP program and strategies post-retirement.
Referring to him as an expert financial advisor is an understatement. I have never encountered an individual with such an overabundace of retirement information.
Stephen, ....You always get right down to it and give me the applicable equation in both numbers and words, then use it in a real life example.
Over 90% of my members experience at least $3k of financial benefit within the first year.
Stephen's financial planning advice is top notch. He is able to convey important concepts in an understandable way with real world examples.
I highly recommend him as a fantastic resource for financial planning & retirement questions! He understands all aspects of our benefits.
He provided options for improvement I was able to act on immediately to improve my portfolio and secure a better future for me and my family.
Next Class begins Thursday, July 29th 2pm ET
Here's what to expect
Two-Hour Kickoff Session
Set up your financial profile in a guided 2-hour class
Worksheets
Drill into your expenses and goals
One on One Meeting with Stephen
Identify any financial inefficiencies and create an action plan
Financial Planning Software
Aggregate your entire financial picture in one spot
TSP Planning Monthly TSP Reports
Get your TSP on track and monitored on a monthly basis
Webinar Archive
Deepen your education on all the important financial planning topics
Success Showcase
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.
Stephen's Financial Planning
Price $1000 + $45 a month
- Dynamic Personal Planning Software
- SZ Personal Consultation
- TSP Planning Monthly Report
- Live Webinar
- E-Worksheets
- Webinar Archive
- Life Insurance Workbook
