“If You Fail To Plan, Plan To Fail”… Benjamin Franklin
STRATEGY is important because the resources available to achieve these goals are usually limited. Strategy generally involves setting goals, determining actions to achieve the goals, and mobilizing resources to execute the actions. A strategy describes how the ends (goals) will be achieved by the means (resources).
STRATEGY involves activities such as Strategic Thinking and Strategic Planning. Max McKeown says that “STRATEGY is about shaping the future, and is the human attempt to get to desirable ends with available means“. Dr. Vladimir Kvint defines STRATEGY as “a system of finding, formulating, and developing a doctrine that will ensure long-term success if followed faithfully.“
At Postal Benefits Information Center, We not Only Know How to Maximize Your Benefits, but we offer (A-SMART-INCOME-STRATEGY), A High-Level-Plan to achieve one or more goals under conditions of uncertainty.
Roth Conversion Strategy: IRA/401(k)/IUL/LIRP Income Rollover Options
Personal Pension Strategy: Creating A Guaranteed Income for Life
Social Security Timing Strategy: Optimization, Maximization, Options
Tax-Advantaged Retirement Income Planning Strategy: Maximize Retirement Income
Long Term Care Planning Strategy: Disability, Critical Illness, Chronic Illness, Living Benefits
Power of Zero Tax-Free Strategy: Creating & Living A Tax-Free Retirement
Smart Tax Planning Strategy: Tax Preparation & Tax Savings
Wealth Management Strategy: Annuities, Pensions, and Income Guaranteed for Life
Medicare Benefits & Health-Care Strategy: Know your Best Options
Conservative Investment Strategy: Conservative Investor, Conservative Investments Managed
Federal Benefits Strategy: Pension Maximization Options
Debt Free Strategy: Bank On Yourself, Infinite Banking, Become Your Own Family Bank
College Funding Strategy: Your Best Option
Asset Protection Strategy: Debt Elimination, Mortgage Protection Options
Financial Planning For Women Strategy: Knowing the Best Options for Women
Legacy Planning Strategy: IRA Transfers and Charitable Giving including Remainder Trusts
Estate Planning Strategy: Power of Attorneys, Living Wills, Trusts, and Probate By-Pass
When you register for an Online Review or a Live Workshop, you get the opportunity to have a personal One-on-One Meeting with your Educator/Advisor to get your custom Postal Employee Benefits Kit with a Tax-Free Evaluation including a complimentary Retirement Analyzer Plan!
For more information about your Postal Benefits & Retire-Ready Income for Life Report, Schedule an Online Review, Register for a Seminar, or Meet with your Professional Retirement Coach.
We focus on Growing your Income, Protecting your Income, and Never Outliving your Income!
The 3 Core Services that we offer are: Income Growth, Income Protection, and Income Guaranteed.
Income Growth
Financial Planning, Roth’s, LIRP’s, IUL’s, Tax-Free Life Insurance Alternative Strategies
Income Protection
Disability Income, Long Term Care, Critical Illness, Life Insurance with Living Benefits
Income Guaranteed for Life
Retirement Income Planning, Federal Benefits, Postal Benefits, Roth’s, TSP’s, 401K’s and IRA’s, Annuities, RMD’s, Medicare, Social Security, Pensions, Wealth Transfer, Estate Planning.
Schedule a meeting with us Online, or In-Person to discover what your ideal retirement looks like.
Using our Postal Benefits Analysis and Smart-Income-Strategy, we’ll examine your current financial situation, and determine your retirement needs based on our Retirement Analyzer Software.
Receive a Smart Income Strategy Report to help you reach your unique retirement income goals.
For more information about your Postal Benefits & Retire-Ready Income for Life Report, Schedule an Online Review, Register for a Seminar, or Meet with your Postal Benefits Coach.
This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. Postal Benefits Information Center is not a federal government agency.
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