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Products and Services:                

We create strategies that are tailored to your needs and goals.                    
Retirement Planning Analysis Program                        
Social Security Maximization                         
Pension Maximization                         
Paycheck Comparison                         
403(b) Tax-Deferred Accounts                         
457 Deferred Compensation Plans                         
College Savings Plans                         
IRAs - Roth IRAs                         
SEP IRAs - SIMPLE Plans                         


Mutual Funds

Advisory Programs

Variable Annuities

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Fixed Annuities

Fixed Index Annuities

CD Alternatives

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Life Insurance

Long-Term Care Insurance

Disability Insurance

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VRSI is a Virginia based corporation dedicated to working with VRS members:

  • To assist you in understanding your state retirement system,
  • And educating you on your retirement income options.

Our most well-received program has been our Retirement Planning Analysis Program, which consists of two parts:

  1. A presentation that shows, in general, how the VRS retirement system works,
  2. And a Personalized Retirement Analysis, that shows how you may maximize your retirement income.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.