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RETIREMENT


Financial and Retirement Planning

Now, every member can benefit from the services of a personal financial advisor.


VALIC offers you a COMPLIMENTARY FINANCIAL PLAN


The Comprehensive Financial Plan is an easy-to-read personal financial road map, created to fit your personal financial needs. Ordinarily, the Comprehensive Financial Plan is available for $500 - $1500, but this fee is waived if you are a member of a growing list of selected educational organizations, including the Florida Education Association and the Florida Association of School Administrators.


Find out if you need a Comprehensive Financial Plan in your CB Advantage plan.


Talk to VALIC today.



VALIC - Comprehensive Financial Plan

VALIC helps you draw your own financial road map.
Your Comprehensive Financial Plan:


VALIC offers you the COMPREHENSIVE FINANCIAL PLAN


  • Provides tips on how to reduce current income taxes;

  • Provides an estimate of your income during retirement, including Florida Retirement System benefits, Social Security benefits and personal savings;

  • Helps create a suitable investment mix;

  • Evaluates your current asset allocation strategy;

  • Analyzes your expenditures;

  • Offers suggestions on how to save for retirement;

  • Offers suggestions on how to pay college expenses;

  • Helps you decide on insurance coverage; and

  • Helps you save for a dream vacation, home or car, or to pay off debts.


With your Comprehensive Financial Plan and our personal, face-to-face assistance, you can help plan for your financial future. The regular $500 - $1500 fee is waived for members of FEA and FASA.


Call 1-800-448-2542 for more information.


Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member NASD/SIPC.