My TSP Vision is a research firm that provides investment analysis and market commentary to investors all across the country. Our firm has over fifty years of combined experience in the financial industry helping investors prepare and succeed in retirement.
Over the last two years My TSP Vision has been conducting research on the Thrift Savings Plan and we have been able to push the envelope on TSP reporting, monitoring, and ultimately allocation strategies.
Although we have been assisting clients in the public sector for over thirty years now we are thrilled to be able to help educate and train federal employees how to maximize their TSP.
We have a combined 50 years of experience in the following areas:
We do not try to time the markets or make predictions on investment decisions with TSP. Leave that to the magic eight ball. TSP is such an important component of your retirement and needs to be taken seriously.
Financial success requires more than contributing to your TSP. It requires that you make good investment choices and make sure that they continue to meet your needs as the economy and your lifestyle change. We provide the tools to allow you to allocate your TSP into a mix of funds that are appropriate for the level of risk within your comfort zone. Our researchers and analytic team studies the markets, the economy, along with trends, and makes TSP revisions accordingly.
In addition, we can help you understand your federal benefits package and help you to optimize these benefits. A successful retirement means that you are required to take action and responsibility for the outcome. If you are not a professional in the financial industry, how do you make the right decisions on such important issues? Join our members to experience a sense of peace and satisfaction that you are progressing on the path to retirement success.
Brad helped create Life Strategies Analytics in 2006 and has also been a part of the Kasper Steck Wealth Management team since 2004. His experience includes extensive work in personal financial analysis, asset allocation, and retirement planning.
Brad is a licensed and practicing financial advisor and holds the Accredited Investment Fiduciary (AIF®). As a graduate of the University of Maryland – College Park, with a BA in Economics, Brad is now pursuing the Chartered Financial Analyst designation.
Brad's name and financial commentaries have appeared in Investment News, Financial Planning Magazine, The Kansas City Star, and is a frequent guest of America’s Wealth Management Show, a national radio show designed to help investors in retirement.
Often asked to speak on subjects related to retirement planning and investment management, Brad has addressed many corporations, organizations and the public at large on topics such as, "How to prepare for Retirement?", "How to invest in volatile markets?" and "Retirement Income and Money Management: How does it all work?"
Carol Schmidlin, President of Franklin Planning has been helping clients preserve and protect their assets for 20 years. She is one of the few retirement planners willing to take on the labyrinth of Federal Benefits. Specializing in this area requires extensive training and constant updating as benefit regulations shift and it demands even more expertise from planners to incorporate these benefits into a solid retirement strategy.
Carol regularly provides a variety of benefit and retirement classes throughout the country. She has appeared on NBC, CBS, ABC, and FOX affiliates across the country and has been featured in articles on over 350 websites including CNBC, MSN Money, New Jersey Online (NJ.com), Reuters, MarketWatch and Yahoo Finance!
Carol Schmidlin holds a BS degree in Business Administration from Rowan University (formerly Glassboro State College). Carol maintains Series 6, 7, 63, and 65 licenses and has achieved the Registered Financial Consultant (RFC) designation. She is an active member and contributor to Ed Slott’s Master Elite IRA Group, Master Certified Member of HS Dent Network and America’s Wealth Management Group.
As the author of the best-selling book FedSavvy: Tools and Tips to Maximize Your Federal Benefits, Schmidlin has made it her mission to guide federal employees through the complex terrain of options, provisions, and tactics to enable them to maximize the benefits that they have earned.
Ann Vanderslice has been working with federal employees to help them achieve retirement success since 2002. Considered one of the foremost authorities on federal benefits in the country, she is a nationally recognized author and speaker on topics of interest to federal employees.
Ann holds the Registered Financial Consultant (RFC) designation with the International Association for Registered Financial Consultants and the Chartered Retirement Planning Consultant (CRPC) from the College for Financial Planning. She was honored in 2009, 2010, 2011 and 2013 as one of the Best Wealth Managers in Colorado by 5280 and Colorado Biz magazines.
She has delivered training, keynotes, and seminars for over 10,000 federal employees in more than thirty federal agencies and associations, including the Colorado Federal Executive Board and the Honolulu-Pacific Executive Board and the Federally Employed Women’s National Training Program. Ann has worked with federal employees in forty states and has a passion for helping federal employees and retirees maximize their benefits.
As a contributor to MyTSPVision, she believes she is helping federal employees manage their most important asset, the TSP, by providing access to tools that are not available through the federal system.