We are experts at retiring from the
Federal Government and do our best work with:
You have unique benefits, we help you make decisions unique to your needs & goals.
Diligent savers who have accumulated investments and want help managing them
People who value hiring an expert because they know their retirement is too important to manage it alone.
A 3-step process showing how you can improve retirement success + lower your tax bill.
A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.
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The next step is meeting with our team (in-person or virtually). During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.
With your Retirement Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
We will explain exactly what you can do to improve your retirement plan, optimize your investments, and maximize your FERS Benefits
At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."