P.E.R.T. Retirement Roadmap
Membership Enrollment Application
See Exactly What You Will Get Inside of the Retirement Roadmap!
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As a Retirement Roadmap Member you will also get lifetime access to these BONUSES
- COMMUNITY: Private P.E.R.T. Members' Facebook Group/Community
- EVERYTHING TO COME: All Future Educational Modules and Bonus Lessons
- A LOOK INTO THE FUTURE: Your Own Customized Pension, Social Security, and Income Gap Report
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PUTTING IT INTO PRACTICE: Downloadable Financial Wellness & Retirement Planning Tools to help you put strategies into practice & achieve real results
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ON-GOING GUIDANCE: Monthly Coaching/Members' Q&A Calls
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PERSONALIZED ATTENTION: Access To a One-on-One Retirement Advisor who will help you develop a plan of action whether you are starting from scratch or already have an existing plan
The P.E.R.T. Retirement Roadmap is NOT a financial product, nor do we promote or sell any financial or insurance products. The P.E.R.T. Retirement Roadmap is a community & guidance based, comprehensive program that is educational and information focused, designed to empower you with the knowledge to secure your future.
Would You Like To Become a Member of the P.E.R.T. Retirement Roadmap Community?
Due to the individualized attention, support, and guidance that we provide to our Retirement Roadmap members, we can only accept 18 new members from each state, each month. Please complete & submit this form if you would like to be considered for membership.
Full Name
Your Email
Phone Number
State
Employer
Years of Teaching or Public Sector Experience
Why Do You Want To Become a Retirement Roadmap Member
Becoming a Member of The Retirement Roadmap Community is an Investment in Yourself. Are You Currently Ready To Make an Investment in Yourself & Your Future?
If Our Membership is Capped For This Month Would You Like To Be Placed on Our Wait List?
Have You Applied Within The Last 6 Months?
IMPORTANT NOTE: An application does not guarantee enrollment. Upon submission you will either:
1.) Be directed to the enrollment page to complete enrollment.
2.) Be notified that your application was declined at this time.
3.) Be notified that you were placed on the wait list until more openings become available.
100% Privacy Guaranteed
Here's What's Happening For Current Retirement Roadmap Members
High School Science Teacher - NJ - 53 Years Old
- Eliminated the 2.5% fee on her 403b account.
- Established an estate plan for her children.
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Is consistently saving each month for retirement.
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Is in the process of purchasing a small business.
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AND is on her way to retire after 22 years of service compared to her originally projected 33 years!
Middle School Guidance Counselor - FL - 43 Years Old
- Learned the rules and requirements of her pension system.
- Learned how much she needs to begin saving today in order to fill her "income gap" and retire at age 55.
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Established a Roth IRA for her future retirement.
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Developed her first ever financial plan to maximize her income.
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Developed a plan to mitigate future retirement taxes.
Elementary School Teacher - California - 64 Years Old
- Was already retired and determined her "meaning of retirement."
- Ensured her pension beneficiary options were correctly chosen.
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Learned how to utilize her 403b plan for additional retirement income.
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Enjoys sharing her story with beginning teachers and helping them avoid mistakes she made early on.
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Is living life to the fullest with additional income and added purpose in retirement.
School District Administrator - TX - 47 Years Old
- Incorporated the Retirement Roadmap as an in-service/new hire training at his district.
- Learned how to avoid a retirement "tax bomb" that he was building.
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Has added more beneficial plan options at his district with the knowledge he now has on the inner workings of different 403b/457b plans.
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Has helped his daughter, who is a first year teacher, start planning for her retirement now.