Talons' Preferred Retirement

Talons GroupCopyright © 2009-2011 All Rights Reserved

Talons Preferred Talons Preferred RetirementRetirement


How can you recover some of your lost How can you recover some of your lost retirement dollars? retirement dollars?

Reduce your expenses and secure Reduce your expenses and secure your returns?your returns?

Manage your retirement in a way to Manage your retirement in a way to

reduce current and future taxesreduce current and future taxes

Talon’s Retirement RecoveryTalon’s Retirement RecoveryTalon’s Preferred RetirementTalon’s Preferred Retirement


The Talon’s Group strives to enhance your The Talon’s Group strives to enhance your Federal benefits and maximize their efficiency Federal benefits and maximize their efficiency by blending them with solutions from the private by blending them with solutions from the private sector.sector.



Talons was started by a group of federal Talons was started by a group of federal employees just like you, who want to teach employees just like you, who want to teach you their methods for success.you their methods for success.

We at Talons have developed solutions that We at Talons have developed solutions that will help you live, work and retire better. will help you live, work and retire better.

Our methods and strategies are based on the Our methods and strategies are based on the successes and failures of our founders. successes and failures of our founders.



All the moneyyou ever earn.

Your WealthYour Wealth


Cornerstone of our Investment Philosophy –Cornerstone of our Investment Philosophy –

Best ways to grow your savingsBest ways to grow your savings

Have someone give it to you!Have someone give it to you!

Don’t lose money!Don’t lose money!

Minimize taxes!Minimize taxes!

Minimize expenses!Minimize expenses!


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7Talons Group

Copyright © 2009-2011 All Rights Reserved


If the financial meltdown had not occurred you could If the financial meltdown had not occurred you could have reasonably expected your money to grow.have reasonably expected your money to grow.

Instead it is important to recover and make up for what Instead it is important to recover and make up for what nearly everyone lost.nearly everyone lost.

Talon’s Retirement RecoveryTalon’s Retirement Recovery


Karen’s Plan

TSP Savings: TSP Savings: 5%5%

TSP Match: TSP Match: 5%5%

((Balanced Portfolio)Balanced Portfolio)

Alternate Savings:Alternate Savings: 5%5%

(Guaranteed returns, tax favored (Guaranteed returns, tax favored retirement income with lower risk) retirement income with lower risk)

Life Insurance: Life Insurance: $302,000$302,000 (FEGLI and Non-federal solution blended)(FEGLI and Non-federal solution blended)

Plus:Plus:

Federal AnnuityFederal Annuity

Social SecuritySocial Security

Story of the twins John and KarenStory of the twins John and Karen

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

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Talons GroupCopyright © 2009-2011 All Rights Reserved 33

Bi-Weekly Premium:

$150

Cumulative Income Taken

vs. Total Premium

Outlay

Continuing Cash Value

vs. Death Benefit

11


Bi-Weekly Premium:

$150

Cumulative Income Taken

vs. Total Premium

Outlay

Continuing Cash Value

vs. Death Benefit


Talon’s Preferred RetirementTalon’s Preferred Retirement

13



I am here with you to share easy ways to help I am here with you to share easy ways to help maximize your federal benefits.maximize your federal benefits.

Let me know if you would like to meet with me or Let me know if you would like to meet with me or someone like me to help you learn how to live, work someone like me to help you learn how to live, work and retire better. and retire better.

There is no cost, no obligation, no sales pitch, just There is no cost, no obligation, no sales pitch, just education and solutions.education and solutions.

How can we help you?How can we help you?


Thank YouThank You

Talons' Preferred Retirement

Investor Relations

Transcript of Talons' Preferred Retirement