If you’re a veteran … with questions about your retirement …
… we can help.
By giving you a clear plan to follow.
So you can live the life of your dreams in retirement.
To get there, we’ll take 3 steps:
See
See your life’s mission and goals clearly — identify where you’re going, aligned with your values
Plan
Plan how to achieve those goals — personally, practically, and professionally.
Act
Act on the plan — so you can live the life of your dreams.
You can do it yourself, do it with our help, or let a CFP® do it for you.
I don’t know where you are in your retirement journey. But I would like to help you get from where you are to where you want to be. I’ve spent the last year assembling this course to provide you with some incredibly valuable information to advance along your path. I can’t wait to share it with you.
Pay Annually
Pay Monthly
Do It Yourself: Create Your Plan With Our Tools
Done With You:* Create Your Plan With Our Help
Done For You:*
Let A CFP® Create Your Plan
MFPA Vault
$29/month
All your financial data stored securely in one place
Bank-grade security/encryption
Powered by RightCapital
Easy linking to all your financial institutions
Powerful graphics and reports put you in control
Normal CFP®-level product access with “what if” scenarios
You get unlimited access for less than $1/day
Total Value: Priceless
Now, to reach your retirement goals faster, take the next step.
Try our MFPA Vault for one month FREE
It puts all your financial data securely in one place.
And gives you powerful reports to show where you are financially.
So you can see where you’re going in retirement.
It puts you in control, with easy links to all your financial institutions.
Backed by bank-grade security and encryption.
You get unlimited access to the Vault for 30 days, FREE.
After that, only $29 a month.
No contracts. Cancel any time.
RRFV Silver
$595One Time Fee
Proprietary See, Plan, Act format to live your retirement dreams
Comprehensive guide with step-by-step instructions
Avoid costly retirement planning mistakes, Determine your risk profile and tolerance, Take control of your retirement accounts.
Designed especially for veterans
Do-It-Yourself life goals/mission
Do-It-Yourself financial plan
Clear, concise 10-page plan format
Designed by a CFP® / retired Major General
Value: $1,500
BONUSES Included:
Bonus #1: 60 min 1on1 Zoom call w/CFP®, $400 Value
Bonus #2: Retiring Resiliently mini-course, $197 Value
Bonus #3: 6 months of MFPA Vault access, $175 Value
Bonus #4: Retirement Budgeting Toolkit, $120 Value
Bonus #5: 10 Tips to a Better Retirement, $120 Value
TOTAL PACKAGE VALUE = $2500+ including a 30-day money back guarantee