Create a Customized Retirement Income Plan
Create a Federal Benefits Optimization Plan
Create an Investment Bucket Strategy
Choose What Date to Retire
Create a Social Security Strategy
Create a Long Term Care Strategy
Create an Insurance Strategy and Learn How to Get FEGLI at Reduced or No Cost
Lifestyle Wealth Management is conducting their much anticipated FERS+™ Workshop. A no-cost in-person workshop for federal employees. This 120-minute classroom-style workshop will focus on high-level federal benefits and specific actionable strategies and tactics to help optimize your federal retirement plus other advanced retirement tactics.
5:30 - 7:30pm
1298 Kukila St.
Honolulu, HI 96818
$350/hr
OR
Three Meetings
$1,000
Fee based. Advisory clients also tap our virtual family office coordination with tax and legal professionals.
Rollover >$500K AUM & FERS+™ Procedure™ is complimentary
Investment advisory services offered by registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Lifestyle Wealth Management are unaffiliated entities. Licensed insurance professional. Investing involves risk, including possible loss of principal. Insurance product guarantees are back by the financial strength and claims paying ability of the issuing company. We are not affiliated with any government agency
Fill out the form below to get in touch with our team.
Fields marked with an * are required.
Thank you for inquiring about a consultation.
We will get back to you to schedule your appointment as soon as possible!
Investment advisory services offered by registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Lifestyle Wealth Management are unaffiliated entities.
Licensed insurance professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Investing involves risk, including possible loss of principal. Insurance product guarantees are back by the financial strength and claims paying ability of the issuing company.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).