STRATEGIES OPTIONS & SOLUTIONS, LLC

Lewisville, Texas

STRATEGIES OPTIONS & SOLUTIONS, LLC

Address
1119 WAKE FOREST DR , Lewisville , 75077 , Texas
Contact Person
RITA OLIVER
Established
2016
Description

Strategies Options & Solutions, LLC delivers comprehensive one- and two-day Federal Employees Retirement System (FERS) retirement planning training designed to enhance employees’ understanding of personal finance fundamentals, federal retirement benefits, and income strategies for retiring on time with financial security. Our training is highly interactive and visually engaging, incorporating oral instruction, videos, worksheets, quizzes, and comparative analysis tools. Participants receive a “retirement reality check” that examines working income versus projected retirement income and expenses. We guide employees in maximizing Thrift Savings Plan (TSP) contributions, optimizing investment allocations, and developing sustainable strategies for living comfortably in retirement.