Broker Check

Who We Help

We help Federal Employees answer these questions as plan for retirement.

  • Do I have enough to reasonably retire when I want to?
  • How is my FERS Pension calculated?
  • How does the FERS supplement work?
  • Do my survivors receive benefits?
  • How does working an additional year affect my retirement?
  • Can I retire early?
  • Is the TSP the best investment vehicle for retirement distributions?
  • How TSP withdrawals work when I retire?
  • Should I take advantage of FEGLI?
  • How does federal health insurance work in retirement?
  • How will taxes impact me in the future?
  • When should I collect Social Security?
  • How much retirement income will I have?

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 have been working extensively with federal employees since 2007.

Whether you are part of the old CSRS system or FERS,  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 also work with non-federal employees as financial advisors.  We find it beneficial to have a niche market for specialization.  If you are not a federal employee and are seeking a partnership with a financial planning firm please contact us for an initial consultation.  

Click here to complete our fact finder.  

Have a Question?

Thank you!