Empowering clients to better prepare through education.
Distinct from the rest, just like you.
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Integrity driven advocacy and education.
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Retirement education for Maine public safety professionals from a perspective of shared experience. Support when it matters most.
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Chartered Retirement Planning Counselor™ ready to guide you in preparation, education and decision making.
State of Maine Deferred Compensation Advisory Council member.
MainePERS legislation author.
MainePERS workgroup committee member.
Providing education to help frontline workers retire on time and on target, so they can enjoy the special benefits they have earned.
Testimonials:
What clients are asking:
Am I prepared?
Will my pension and assets be enough?
What am I missing?
Get answers to these questions, and more, with a comprehensive financial fitness report.
All your financial information, including expected retirement income, in one easy to follow document.
A solid foundation and roadmap for your retirement decision making.
"How will a Financial Fitness Report help me?"
Planning for the future requires full understanding of your current position and future expectations.
An asset and target map can easily identify if you are on track to reach your goals.
As affordable as $159 for an individual and $249 for a couple.
See how easy it is to get started in this short video:
Asset map video.mp4
Already have your MainePERS benefits estimate and preparing to choose your option? Making the one-time decision for your pension option may seem daunting, but you don't have to face it alone! Schedule a consultation today to compare how each option aligns with your needs and clear up any confusion.
MainePERS benefits estimates:
Do you have a comprehensive understanding of your pension, and are you acquainted with the choices for generating additional retirement income using available savings tools?
Understanding the intricacies of the pension you're diligently building is crucial for effective planning. Instead of relying on guesswork, having a clear grasp of your options is the key.
With a range of eight (8) benefit choices, each offering unique features, it's vital to be ready when it's time to make that one-time, irrevocable pension decision.
Whether you aim to track your current accrued pension or set your sights on future earnings goals, a benefit estimate serves as a potent tool to help you meticulously prepare for your retirement.
Pension estimates are tailored specifically to your years and type of service and beneficiary information. Knowing your "numbers" prior to the year of your retirement eligibility is an invaluable tool for planning.
MainePERS pension estimates are not available from the plan administrator until members are within 12 months of their retirement date, leaving little time make any earnings corrections and often leading to unexpected reductions in benefits. An early estimate eliminates the surprise reductions and lifts a financial weight that may otherwise be felt well into retirement years.
Connect with Mark Roberts today at Mark@getMElife.com
Don't forget to click here or on the "Additional Info" page from the top menu to learn more about Mark and how he can help. See if any of your questions are answered in the FAQs section.
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Chartered Retirement Planning Counselor™, CRPC™ and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.