Financial planning for government employees
YOU'VE BEEN TOLD YOU'LL BE TAKEN CARE OF.
BUT WILL YOU?
How you handle your pension can make or break your retirement.
Make sure you have a plan that doesn’t leave you grasping at straws.
Meet with us and take back control of your pension and your life.
Avoid awkward surprises
Plan for a short gap of pension coverage.
Maximize your pension
Learn your options to get the most.
Retire with confidence
Relax and enjoy all the fruits of your labor.
You’ve given a lot to Uncle Sam.
We realize that. You’ve given more than just taxes; you’ve given a career. I’ve worked with many like you who have a secure base pay and the promise of a healthy pension. Let’s get together and make sure it’s as healthy as it can be.
CREDENTIALS
CFP®, LUTCF®
Court of the Table, Million Dollar Round Table (MDRT)*
New York Life, President's Council
Investment Advisor Representative, Eagle Strategies LLC^
Bachelor's Degree, University of Redlands
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
^Eagle Strategies LLC is a New York Life Company.
THE SUCCESS PATHWAY
2.
Review your current financial position
No prep work needed
3.
High level review of the plan you have in place
We'll help you define it
4.
Head towards the well-groomed path
We'll stay right behind you
DON'T PUT IT OFF. IT'S TIME TO MAKE A PLAN FOR MAXIMIZING YOUR PENSION.
You like the security you get with a government job. Let’s make sure you’re getting a lot of financial security in your retirement also.
CONTINUE READING
At the Pathway Financial Group, we know you might just want to keep your head down and complete your career without fading into retirement. You’re determined to stay positive. But in order to have a positive retirement, you need to take a little bit of time now to get all your ducks in a row. You probably feel anxious about planning for this. We get it. We’re here to help. Here’s how you start:
Schedule a 45-minute meeting.
Review your current financial position.
High level review of the plan you have in place.
Head towards the well-groomed path.
Meet with us, so you can approach your path with confidence. You have nothing to lose if you do, but a lot to possibly lose if you don’t. Start now.