If You Are A Mass State Employee In The SMART Plan With Over $150,000
You no longer have to go it “Alone”…
Receive our Free Report on the “SMART Plan Advisory Service” after you schedule your Free Retirement Consultation (value $500.00)
What you will learn in your FREE Retirement Consultation:
- What is the SMART Plan Advisory Service?
- How do we help SMART Plan employees like you no longer “Go it Alone”
- What are the 3 easy steps to get our help
- What is a Retirement Blueprint and why do you need one?
- What is a Pension Max Strategy?
- How we help you optimize your social security.
- How do we scientifically determine your “True” Risk Score
- How to control the tax beast in retirement.
- How we help you get over the finish line into retirement – worry free!
- What other advisory services are available
Here’s The Good News!
- You do not have to move your money out of the SMART plan. Get guidance in place
- There is no age requirement – anyone with the $150,000 minimum balance can do this
- This does not require a “ton of paperwork”
Yes! Send me my Free Report
( I want to speak with an expert )
This is probably not for you if:
- You a self-proclaimed do-it-yourselfer? Then you should keep doing it yourself! We want to speak with state employees who know they want help with their retirement planning
- You are not able to do a Zoom Online Meeting. This is our only means of meeting you, answering your questions and showing you how we work
- You are someone who says they make all their own financial decisions and then at the last second says they need to speak to their spouse. Have your spouse with you in the first meeting. He/she needs to hear this
- You do not have the minimum asset requirement of $150k. We couldn’t help you if we wanted to
- You can’t show up on time, with an open mind and positive attitude. Negative nellies need not apply
Our promise to you:
- We don’t do the hard sell. We only work with those who ask for our help
- We will answer all your questions, openly and honestly
- We will explain our comprehensive retirement services
- We will show you are credentials
How to prepare for your consultation:
About us
Our founder, Steve Cunha, has over 25 years of experience managing a significant portfolio of 401(k) and 403(b) retirement plans, Steve has been recognized as a Top 100 Retirement Plan Advisor by prominent industry publications such as The Financial Times and Plansponsor Magazine. His experience includes extensive interactions with employees, revealing a common challenge: many employees feel uncertain about how to invest their retirement plan dollars. This often results in suboptimal investment choices, like relying on the nearest Target Date Fund and hoping for the best. We offer a more strategic approach to retirement planning and investment management.
Yes! Send me my Free Report
( I want to speak with an expert )