Talons' Preferred Retirement

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Talons' Preferred Retirement

  1. 1. <ul><li>Talons Preferred Retirement </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved
  2. 2. <ul><li>How can you recover some of your lost retirement dollars? </li></ul><ul><li>Reduce your expenses and secure your returns? </li></ul><ul><li>Manage your retirement in a way to </li></ul><ul><li>reduce current and future taxes </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery Talon’s Preferred Retirement
  3. 3. <ul><li>The Talon’s Group strives to enhance your Federal benefits and maximize their efficiency by blending them with solutions from the private sector. </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery Talon’s Preferred Retirement
  4. 4. <ul><li>Talons was started by a group of federal employees just like you, who want to teach you their methods for success. </li></ul><ul><li>We at Talons have developed solutions that will help you live, work and retire better. </li></ul><ul><li>Our methods and strategies are based on the successes and failures of our founders. </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery Talon’s Preferred Retirement
  5. 5. Talons Group Copyright © 2009-2011 All Rights Reserved All the money you ever earn . Your Wealth
  6. 6. <ul><li>Cornerstone of our Investment Philosophy – </li></ul><ul><li>Best ways to grow your savings </li></ul><ul><li>Have someone give it to you! </li></ul><ul><li>Don’t lose money! </li></ul><ul><li>Minimize taxes! </li></ul><ul><li>Minimize expenses! </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved Text Talon’s Retirement Recovery Talon’s Preferred Retirement
  7. 7. Talons Group Copyright © 2009-2011 All Rights Reserved
  8. 8. <ul><li>If the financial meltdown had not occurred you could have reasonably expected your money to grow. </li></ul><ul><li>Instead it is important to recover and make up for what nearly everyone lost. </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery
  9. 9. <ul><li>Karen’s Plan </li></ul><ul><li>TSP Savings: 5% </li></ul><ul><li>TSP Match: 5% </li></ul><ul><li>( Balanced Portfolio) </li></ul><ul><li>Alternate Savings: 5% </li></ul><ul><li>(Guaranteed returns, tax favored retirement income with lower risk) </li></ul><ul><li>Life Insurance: $302,000 </li></ul><ul><li>(FEGLI and Non-federal solution blended) </li></ul><ul><li>Plus: </li></ul><ul><li>Federal Annuity </li></ul><ul><li>Social Security </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved John’s Plan TSP Savings: 10% TSP Match: 5% ( Balanced Portfolio) Life Insurance: $302,000 (FEGLI Basic & FEGLI Option B) Plus: Federal Annuity Social Security Story of the twins John and Karen
  10. 10. Talons Group Copyright © 2009-2011 All Rights Reserved 33 Bi-Weekly Premium: $150 Cumulative Income  Taken vs. Total Premium Outlay Continuing Cash Value vs. Death Benefit
  11. 11. Talons Group Copyright © 2009-2011 All Rights Reserved 34 Bi-Weekly Premium: $150 Cumulative Income  Taken vs. Total Premium Outlay Continuing Cash Value vs. Death Benefit
  12. 12. Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Preferred Retirement
  13. 13. Talons Group Copyright © 2009-2011 All Rights Reserved 13
  14. 14. <ul><li>I am here with you to share easy ways to help maximize your federal benefits. </li></ul><ul><li>Let me know if you would like to meet with me or someone like me to help you learn how to live, work and retire better. </li></ul><ul><li>There is no cost, no obligation, no sales pitch, just education and solutions. </li></ul>Talons Group Copyright © 2009-2011 All Rights Reserved How can we help you?
  15. 15. Thank You Talons Group Copyright © 2009-2011 All Rights Reserved

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