DID YOU KNOW that you'll need roughly 80% of your current income to maintain your standard of living after you retire? Where will YOU stand after your last day on the job?

Take this quick quiz to find out! Can't answer a question? Give us a call or email to request a retirement review meeting, and we'll bring you a $15 Starbucks gift card!

(No obligation necessary. Gift card will be delivered in person.)

TAKE THE QUIZ:

1. How will the recent changes in The State Retirement System affect me?

2. How much will I receive from my state retirement plan when I'm done working?

3. What are the advantages of Partial Lump-Sum Option Plan (PLOP)?

4. How much can I contribute to my employer's TSA–403(b) plan, and will that contribution affect my net take home pay?

5. How can I buy back service credits using my existing retirement accounts?

6. How can I use a PLOP to buy back service credits?

7. How is the performance of my current plan stacking up to other available plans?

8. Is there a resource that can show me how much I'll have from ALL my retirement sources when I retire? (i.e., 403(b), 401(k), STRS-PERS-SERS, personal savings, IRA, etc.)?

How many questions were you able to answer? WE CAN HELP.

A&M Financial Group Specializes in educator and public employee retirement plan review and retirement planning. Schedule a no obligation review meeting and we'll bring you a $15 Starbucks gift card.

Al Feronti, President & CCO
AMFG-Wealth Management LLC
924 Westpoint Parkway, Suite 100, Westlake, OH 44145
Direct Line: (440) 249-0397
E-mail: [email protected]