Skip to main content

STRATEGIES OPTIONS & SOLUTIONS, LLC

placeholder image

STRATEGIES OPTIONS & SOLUTIONS, LLC

Texas
Branch

Summary

FERS Retirement Income Planning Training, Financial Planning, Money Management, Retirement Finances, Debt Payoff Strategies, Savings Strategies, Thrift Savings Plan Growth Strategies, Social Security, Retirement Financial Transition, Retirement Financial Readiness, FERS Retirement Success Strategies, FERS Retirement Application, Individual Retirement Accounts, Retirement Planning Training, FERS Benefit Seminar, Mid-Career Retirement, Federal Benefits

Industry

Profile

Incorporate State: Texas | Since: | Main/Branch: Branch | Profile views: 3

Address

State: Texas | County: Denton | City: Lewisville | Address: 1119 WAKE FOREST DR | ZIP Code: 75077-3718 | Map URL: 1119 WAKE FOREST DR LEWISVILLE TX 75077-3718

Classification

Description

Strategies Options & Solutions, LLC provides a one/two-day comprehensive Federal Employees Retirement System (FERS) retirement planning training to increase employees’ knowledge of basic personal finances, FERS benefits, retirement income to retire on-time with financial security. Our firm’s training is illustrative, detailed, and interactive via both oral and visual presentations (videos, worksheets, quizzes,etc) to help employees obtain a “retirement reality check” with comparative analysis of working income, retirement income and expenses, maximize Thrift Savings Plan contributions, investment allocations , and how to live comfortably in retirement.

Contact

Special Details

Simplified FERS Retirement Income Planning Preparation and Exit Strategy Training encompassing a wholistic & realistic financial analysis of FERS components, employees' current & future retirement income, expenses, retirement assets to help them know if and when they can afford to retire and making timely adjustments in their personal finances to retire with financial freedom. Detailed and Comprehensive workbook & worksheets for analysis that employees will prepare during the training to see their 'retirement reality' for key financial & retirement factors (FERS income, FERS Supplement TSP, FEHBA, FEGLI, Income Pay Status, Social Security etc.). SOS has developed/designed a FERS Retirement Planning/Exit Strategy Checklist outlining detailed steps for income planning, income preparation, FERS retirement income, interim pay status, TSP, Debt, FERS Retirement Application Preparation, Interim Pay Status, TSP processing, Agency Exit procedures, OPM CSA processes.

Similar Listings

Browse by Industry