Talons' Preferred Retirement
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Talons' Preferred Retirement

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The Talon

The Talon

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Talons' Preferred Retirement Talons' Preferred Retirement Presentation Transcript

    • Talons Preferred Retirement
    Talons Group Copyright © 2009-2011 All Rights Reserved
    • How can you recover some of your lost retirement dollars?
    • Reduce your expenses and secure your returns?
    • Manage your retirement in a way to
    • reduce current and future taxes
    Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery Talon’s Preferred Retirement
    • The Talon’s Group strives to enhance your Federal benefits and maximize their efficiency by blending them with solutions from the private sector.
    Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery Talon’s Preferred Retirement
    • Talons was started by a group of federal employees just like you, who want to teach you their methods for success.
    • We at Talons have developed solutions that will help you live, work and retire better.
    • Our methods and strategies are based on the successes and failures of our founders.
    Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery Talon’s Preferred Retirement
  • Talons Group Copyright © 2009-2011 All Rights Reserved All the money you ever earn . Your Wealth
    • Cornerstone of our Investment Philosophy –
    • Best ways to grow your savings
    • Have someone give it to you!
    • Don’t lose money!
    • Minimize taxes!
    • Minimize expenses!
    Talons Group Copyright © 2009-2011 All Rights Reserved Text Talon’s Retirement Recovery Talon’s Preferred Retirement
  • Talons Group Copyright © 2009-2011 All Rights Reserved
    • If the financial meltdown had not occurred you could have reasonably expected your money to grow.
    • Instead it is important to recover and make up for what nearly everyone lost.
    Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Retirement Recovery
    • Karen’s Plan
    • TSP Savings: 5%
    • TSP Match: 5%
    • ( Balanced Portfolio)
    • Alternate Savings: 5%
    • (Guaranteed returns, tax favored retirement income with lower risk)
    • Life Insurance: $302,000
    • (FEGLI and Non-federal solution blended)
    • Plus:
    • Federal Annuity
    • Social Security
    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
  • 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
  • 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
  • Talons Group Copyright © 2009-2011 All Rights Reserved Talon’s Preferred Retirement
  • Talons Group Copyright © 2009-2011 All Rights Reserved 13
    • I am here with you to share easy ways to help maximize your federal benefits.
    • 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.
    • There is no cost, no obligation, no sales pitch, just education and solutions.
    Talons Group Copyright © 2009-2011 All Rights Reserved How can we help you?
  • Thank You Talons Group Copyright © 2009-2011 All Rights Reserved