Category: Military Benefits

Seminar for Hawaii Military: Achieving Financial Security in an Uncertain World

MoO.TeamHawaiiIt was a pleasure being invited as a “Community Partner”, to the recent 4th of July Celebration on Pearl Harbor. The overall response we received was tremendous. Many of the participants—active-duty military servicemembers—expressed an interest in getting more information from us. Because of this incredible outpouring of support, we would like to “give back” and invite our hard-fighting warriors and their spouses to a free, informational seminar here in Honolulu. (Register here: Hawaii Military: Achieving Financial Security in an Uncertain World)

For over 100 years, Mutual of Omaha Advisors has helped millions of families by delivering stable performance in turbulent times. We offer a huge range of financial solutions and tools for clients. From financial planning to family protection, retirement and college saving to estate planning—we can help to preserve your assets, pursue safe returns and achieve your financial goals.

Although all of our clients have unique goals and concerns, there are some common trends that apply to most. For example, many want to better understand how to save for a more secure retirement, reduce future taxes, and protect their family if something happens to them.  We focus on the things that are well within your control financially.

Mutual of Omaha Advisors is sponsoring this must-see, free seminar for Hawaii-based service members: “Achieving Financial Security in an Uncertain World: Establishing a Sound Strategy”.

In this timely workshop, you will learn about:

  • Risk protection plans to protect retirement assets
  • Thrift Savings Plan (TSP): Tax-Advantaged Options
  • Survivor Benefit Plan (SBP): Conversion Options
  • SGLI-VGLI: Understand How It Works/Facts You Need to Know
  • The necessary paperwork to request and obtain valuable VA & SSA benefits.

If You Fail to Plan, You Plan to Fail

It’s a cliché, but it’s also true – if you fail to plan, you plan to fail . . . meaning that it is likely that if you do not have a plan to guide you when you set out to accomplish an objective, you will end up short of your goals.

Here’s a disturbing fact: More than 95% of Americans are not financially secure at age 65. None of these people started out to fail financially. Yet, according to the facts, most did. To prove the old adage: They didn’t plan to fail…they failed to plan. We can’t predict the future, but we can help you plan for a better one. It all starts with a plan.

Whether you are planning for retirement far down the road or developing an overall financial strategy to see you and your family through any of the many upcoming milestones in your lives, the importance of planning cannot be overstated. The good news is that it’s never too late or too early to establish a financial plan. You Might Be Planning for:

  • Enjoying the retirement of your dreams, free from financial worry
  • Leaving your heirs a sizable inheritance from your estate
  • Minimizing your taxes to maximize your net income
  • Helping your children through college with little or no debt
  • Purchasing a vacation home where you can get away from it all
  • Providing your family with a financially secure lifestyle

Regardless of your objective, you need to plan. By taking a few simple steps, you can plot a course that will help enable you to meet your financial goals.

Developing a financial strategy can be difficult and complex. But, at its very basic level, it really boils down to evaluating where you currently stand financially, determining how much you need to achieve your goals and then developing, implementing and sticking to your strategy.

We’ll take you through the process of determining your financial goals and objectives and talk about some different ways you can address them. And just so you know, we choose to provide this valuable service to Hawaii-based, active-duty military members without a fee or any obligation.

It’ll be an easy way to learn the ins and outs of developing a financial strategy and why it’s important. Please Join Us… It’ll be time well spent.


Thursday July 21, 2016 from 6:30pm-8:00pm

Saturday July 30, 2016 from 11:00am-12:30pm

Thursday August 4, 2016 from 6:30pm-8:00pm


Pan Am Building

1600 Kapiolani Blvd Suite 1200

Honolulu, HAWAII 96814

And with a strong, stable and secure company like Mutual of Omaha Advisors standing behind you, you can know you’ve taken a positive step to help prepare for the future.

Please take a moment to reply back with the best dates/times that fit your schedule. I will try my best to accommodate your preferences. We will call you in the next few days to discuss any questions you have with respect to creating a financial plan, and to invite you to one of our free, upcoming seminars. We look forward to serving you and your family.

To register online, please visit Eventbrite:

Hawaii Military: Achieving Financial Security in an Uncertain World)

Confronted by Older Self, People Save More

jolieagedSince 2001, I’ve worked with young active-duty servicemembers in the military, trying to get them to save more for retirement. I can attest, the majority really don’t think much about retirement. How can we blame them; it seems so far off from now. In fact, according to research, two out of five don’t think about it at all.

Hal Hershfield, a professor UCLA’s Anderson School of Management is using age progression algorithms that basically mimics the processes of aging to see if Americans might save more if they literally faced the future. (See age progression of actress Angelina Jolie above.)

According to Hershfield, there is a real, positive impact in helping people to save more for their future. He stated, “In one of the studies we found people who were exposed to images of future selves allocated about twice as much money to a hypothetical saving account.” Hershfield said, “It allows people to say okay there is this future version of me and that person is going to benefit or suffer from the choices that I make today.”

Want to learn more, check out this link:

LifeLock® and HonorCard®: Honoring Those Who Serve


At The Wheeler Group LLC, we’re excited to begin representing LifeLock® here in Hawaii to the military community through our association with the HonorCard®. As a marketing affiliate of HonorCard, TWG will use the power of the HonorCard's negotiated group pricing to offer discounted rates on products and valuable services that military members use every day. Our group packages will help military personnel fill the void between their existing benefits and the other valuable benefits that we make available to you. Through the HonorCard, we can make your military or post military lifestyle less worrisome. We offer a unique selection of benefits designed to protect your identity, enhance your healthcare, provide roadside assistance, and assist you with legal matters. We even help make your recreational time off more fun and less expensive. We also can help you save on things you’re already purchasing on a regular basis. THIS SAVES YOU MONEY!

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