Retirement Planning Strategies, Inc.
Lakewood, CO
Contact Information
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Retirement Planning Strategies, Inc. |
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143 Union Boulevard, #900 |
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CO |
| Zip: |
80228 |
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About My Practice
Federal employee benefits, including vacation, sick leave, insurance and retirement benefits, are some of the most complex in the country. Understanding your insurance coverage, how military time/part-time service/deposits/re-deposits impact your retirement, and the intricacies of the Thrift Savings Plan can seem daunting.
Educational programs are the foundation of everything we do at Retirement Planning Strategies. We believe that a knowledgeable employee makes better decisions with improved results. Courses include full-day programs on CSRS and FERS, as well as a two-day program called Transitions to Retirement for employees within 3 years of retirement. Our "brown bag" programs have received rave reviews for their concise presentation of bite-sized topics on the Thrift Savings Plan, Federal Employees Health Benefits, Social Security and Medicare, taxes and college planning.
We focus exclusively on federal employees in the Rocky Mountain Region. Whether you are 3 decades, 3 years, or 3 minutes from retirement, the services provided allow federal employees to successfully manage their benefits package to achieve a successful retirement. Planning strategies include maximizing income, managing taxes for the future, survivorship benefit alternatives, risk management and making the right investment choices.
Isn't it time you got specialized advice for your federal retirement?
Offering Advice Since
2000
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Insurance
Long-term and elder care
Licenses, Certifications, Education, and Affiliations
Designations: ChRPC
Insurance Licenses: Health, Life
Security Licenses: 7, 63
Associations & Affiliations: NAIFA, MDRT
Charges to Clients for Services
Fee (initial, hourly, and/or retainer):
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
Owner/Partner
My Broker / Dealer Affiliation
Community Bankers Securities
Securities are offered through Community Bankers Securities, LLC and CBS Advisors, Member NASD/SIPC. Community Bankers Securities and CBS Advisors are not a bank or trust company and are independent of any financial institution. Securities (1) are not deposits of this institution; (2) are not guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by any financial institution; and (4) involve investment risk, including the potential for fluctuations in investment return and the potential loss of principal.
DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services.
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