Your financial well-being and retirement are too important for confusion to be part of the equation.
Our team has received professional training on federal employee benefits and has been working extensively with federal employees since 2007.
Whether you are part of the FERS or CSRS (or Special Groups LEO, FF, ATC, 1811), we can help you interpret the maze of federal acronyms and assist you along your retirement journey. A typical start to that journey involves putting a plan together that shows you how your benefits will work together to provide a retirement cash flow.
We do specialize in financial planning for federal employees and we are very proud of that. It is so much better when your financial planning team understands the majority (if not all) of your financial planning investments and tools.
If you are a federal employee and would like to set up a consultation please visit our Investment Management and Financial Planning pages.
If you and/or your spouse are not a federal employee we are still happy to meet with you. We have found that we can spend more time with all of our clients (federal employees and private sector) because we have a commonality with a lot of our clients. The commonality with a lot of our clients allows us more time to focus on all of our clients' financial planning nuances.