Family Information & Legacy Planner
Put every account, policy, beneficiary, and final wish in one place, so your family is never left guessing on the hardest day of their lives.
Six retirement positioning resources for executives, military leaders, veterans, federal employees, and business owners within roughly 10 years of retirement.
Score where you stand. Map your income. See what deserves attention before you retire.
Immediate digital access.
Included in the Special
These six move together. You can be strong in five and exposed by the sixth.
Retirement positioning means looking at all six at once.
How the six areas connect once the paycheck stops.
Your Retirement Confidence Score: Ready, Mostly There, At Risk, or Critical Gaps.
Expected income against expected expenses. See a projected surplus or gap.
Six risk areas: income, taxes, inflation, healthcare, longevity, legacy.
What's solid, what's open, what to investigate next.
Put every account, policy, beneficiary, and final wish in one place, so your family is never left guessing on the hardest day of their lives.
Learn how to turn what you've built into more retirement income, with less lost to taxes and the confidence to retire on your terms.
Find the gaps in your retirement before they become costly mistakes. See whether your income truly covers your life and which risks could drain your savings.
See how life insurance can make one dollar do more than one job: tax-advantaged retirement income, a family bank you borrow from instead of a lender, long-term care protection, and wealth passed to your children outside of probate.
Find the one weak area in your market, tax, healthcare, income, protection, or legacy plan that could undo everything else, before you retire.
Know whether you're truly ready to retire. Test your plan against the five risks that derail retirements.
A special 30-year college graduation gift from Shateka.
A structured process for examining your own position, with your own numbers.
Award Winning Retirement Consultant & Benefits Broker
Founder and CEO, Shateka Husser Financial Solutions.
Real conversations with clients about their experience working with Shateka and taking a closer look at their retirement position.
Marine Veteran and Cybersecurity Executive
Retired Army LTC and Retired DLA GS-14
Federal Contracts Executive
Salon Executive Owner
Healthcare Executive
Property Manager
Client
Medical Doctor
These conversations reflect individual client experiences and are provided for educational and informational purposes.
No. The SCSU Homecoming Special is educational material designed to help you examine your retirement position and identify the areas that deserve attention. It does not replace your financial, tax, legal, or insurance professionals.
No. These resources are designed to help you assess your own retirement position using your own numbers. They are educational tools and are not a personalized financial plan or individualized investment recommendation.
No. The Family Information & Legacy Planner is a guided record designed to help you organize important family, financial, medical, estate, beneficiary, document, and legacy information in one place. It is not a legal document or a substitute for legal advice.
That's exactly why these resources can be useful. The goal is not to replace what you already have, but to help you take a closer look at how your income, taxes, market risk, healthcare, protection, and legacy considerations fit together.
You can start with the Retirement Confidence Quick-Start System and the Retirement Readiness Checklist. The six resources are designed to give you a structured way to work through the areas that matter most, without requiring you to complete everything at once.
Total Stated Value
$1,032
$52
First 30 People Only.
Immediate digital access. Educational materials only.
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