The ''It'' girls guide to retirement
Live out your retirement days in style
Women deserve to be in control of their financial future!
Thats why we have made it our mission to share unique strategies that allow you to be your own bank, leave a legacy, enjoy tax free benefits and protect your savings from market volatility.
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For women, financial independence is a matter of necessity.
The State of Women in Retirement
Understanding the unique issues affecting women
Retirement deficit
Women have only 70% of the overall retirement income that men have.
Women receive Social Security benefits that are on average 80% of what men receive.
Women have longer life spans than men
While women have lower lifetime earning then men they outlive men by an average of five years.
Retirement savings confidence low
Only 18% of working women are "very confident" that they will be able to retire with a comfortable retirement.
Solutions We Offer
SAFE MONEY ROLLOVER
Roll over your old 401k, Roth IRA, TSP or 403b into a Safe Money account that has a stop loss trigger to prevent market loss and guarantees an income stream for life.
Design your own pension like plan.
Ask us about our Safe Money Roll-Over Plan.
Book a no obligation consultation to protect your hard-earned retirement savings from market volatility.
TAX FREE RETIREMENT ACCOUNT
Get a Tax-Free Retirement Account
Are you a business owner looking to create a robust retirement plan for yourself?
Are you employed and wanting to have some diversification in your portfolio?
A Tax-Free Retirment Account is exactly what the Retirement Strategist ordered.
Check out the powerful benefits this account offers:
No stock market loss
No taxes on gains
Penalty free access to funds
Safe cash value growth potential
Tax free death benefit for beneficiaries
Customized riders available
Legacy planning tool
Diversification
Companies we work with:
Empowering women to take control of their retirement
We are a team of proud female business owners who are on a mission
to develop more financially astute peers who want to take
control of their financial future.
Book a no obligation consultation with a Retirement Strategist today
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