Federal Employees

✔ As a Federal Employee you have unique financial planning needs.

✔ You want a financial framework to help you achieve your goals now and in retirement.

✔ You want a thorough understanding of all your benefits and options.

✔ You want to avoid costly mistakes when it comes to your benefits and retirement decisions.

➡ Most financial firms don’t understand your Federal benefits and don’t know how to address them.

➡ Most agency retirement seminars don’t offer individual financial planning services and advice.

Best of both worlds! We have real world financial planning experience as well as a deep understanding of your benefits to address your specific goals.

As a Chartered Federal Employee Benefits Consultant (ChFEBC℠) we are specially trained and certified on your federal retirement benefits.

We have extensive knowledge about FERS, CSRS, TSP, FEGLI, Social Security and many other aspects of your retirement benefits.