Why do you need The Strategizer?
Because, just like you, your paycheck needs an annual checkup.
We’ll help you make adjustments to your paycheck that will help you in the future...to make more, to get more coverage, or to reduce taxes. It starts with looking at your today’s salary.
Have you thought about tax-free income in your retirement?
When was the last time someone explained your 401k or 403b?
Have you reviewed your benefits and do you still need them?
These and other questions are what we explore to build your custom strategizer.
How does the strategizer work?
Make a complimentary first appointment with an Advisor.
Complete a detailed questionnaire about your paycheck, investments & benefits.
Receive a customized strategy for making the most of your options.
How much does The Strategizer cost?
Surity Select Members:
$199/one-time
(regularly $499 per year)
Surity Select members receive a FREE yearly checkup worth $499 for as long as they have their membership.
Surity Select member perks could save you $500 a year or more!
Your future will thank you!
Simple Choices. Sure Decisions.
Surity Select reviews policies from several companies and products, selecting those that are easy to understand and financially sensible. MORE>