Get the Free Guide: “The Retirement Playbook: Problems, Payouts, and Planning Smarter”

You’ve served the city. Now it’s time to protect your pension.

This free guide walks you through the 7 biggest risks public service retirees face—and how to build a plan that keeps more money in your pocket for the long run.

Inside, You’ll Learn:

  • How your pension and 457(b) income are taxed—and how to reduce the bill

  • Why market volatility and early retirement create hidden risks

  • What most retirees get wrong about COLA, inflation, and healthcare

  • Smarter ways to use annuities and life insurance to protect income, reduce taxes, and leave a legacy

  • Real numbers using average pension figures (no fluff)

Key Takeaways:

  • Tax Planning is Critical — Stacking pension, 457, and Social Security can trigger higher taxes and Medicare costs.

  • Your Income Should Be Protected — Learn how Fixed Indexed Annuities provide lifetime income with zero market downside.

  • Legacy & Healthcare Matter — Make sure your family inherits a clear plan, not a financial mess.

If you want to keep more of what you earn, this guide shows you how.


🎥Develop a Tax-Free Retirement

Learn how real people are using tax-free retirement tools to build lasting income and financial security. (Quick, clear, and packed with examples.)

👉Bonus Video: Developing a Tax-Free Retirement Strategy

📈 Want Lifetime Income Strategies?

Explore retirement options that offer guaranteed income, principal protection, and long-term tax advantages — all on one page.

👉More Options: Income for Life Strategies


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You're One Step Closer to a Smarter Retirement

Download Your Free Guide: The FDNY, NYPD & NYC EMS Retirement Playbook

You've protected the city—now it's time to protect your future.

This free guide outlines the most common risks faced by public service retirees—and the tax-smart strategies to solve them. Whether you're retiring soon or already collecting your pension, this playbook helps you plan smarter and keep more of what you've earned.


What You’ll Learn:

  • How your pension and 457(b) income are taxed—and how to lower your liability

  • Why market volatility and early retirement create long-term risks

  • The truth about COLA, healthcare gaps, and stacking income

  • Tools like Fixed Indexed Annuities and Life Insurance to create tax-efficient income and leave a legacy

  • Real numbers based on actual average pensions (not generic advice)

🔻DOWNLOAD YOUR FREE GUIDE

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Ready for Personalized Advice?

If you’d like to review your pension, 457(b), or retirement strategy with a specialist who understands FDNY, NYPD, and NYCERS systems,
📅 Book your free tax planning session now


Know Someone Who Could Use Expert Help?

We offer a Referral Bonus for every successful introduction.
If you know a business owner, freelancer, or family that could benefit from this guide — send them our way.

👉 Refer a friend or colleague here and let’s build smarter, tax-efficient wealth together.