Intro to ValueGap

We all know the first question of retirement planning: "How do we invest the money we've saved?"

The 2nd Question is the one that many people don't think about:

"What is the maximum monthly paycheck we can safely take from our savings?"

Guessing isn't good enough!

Click on the red box to the right to complete a form to access our complimentary e-booklet titled, "A New Solution for an Old Problem" to learn about a new tool we've developed to help you answer the 2nd Question. You'll also gain access to our ValueGap library with more detailed videos and articles!

500 Edgewater Drive, Suite 565 Wakefield, MA | 800-246-1433

The opinions voiced are for general information only. They are not intended to provide specific advice or recommendations for any individual and do not constitute an endorsement by IFG and F3Logic. To determine which investments may be appropriate for you, consult with your financial professional. Please remember that investment decisions should be based on an individual’s goals, time horizon, and tolerance for risk. Securities and advisory services offered through Independent Financial Group (IFG). Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Compass Point Retirement Planning (CPRP), a Registered Investment Adviser. Compass Point Retirement Planning and IFG and F3Logic are separate and unrelated companies. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Compass Point Retirement Planning is a Registered Investment Adviser. Investment Adviser Representatives of Compass Point Retirement Planning, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Advisory services through Compass Point Retirement Planning, Inc. (CPRP), a registered investment advisor. Additional advisory services through F3 Logic, a registered investment advisor. Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. CPRP, F3 Logic, and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste 200 San Diego, CA 92130.