Finding an Advisor that understands your situation is hard.
Because federal benefits are overly complicated, few advisors truly understand them. We pride ourselves in helping our clients not only get the most out of their federal benefits but customizing those benefits for your specific needs and goals. A financial plan is only truly powerful once it is customized for your life.
“Do I have enough to retire? Am I missing anything? What if something comes up? I’m a new federal employee and all the benefits are confusing.”
You don’t have to continue worrying about these things.
Reach out today. We’ll make sure you haven’t missed anything.
Benefits that we cover are:
- Thrift Savings Plan (TSP)
- Pension
- Social Security
- Health Insurance
- FEGLI (Life Insurance)
- Long Term Care Insurance
- Estate Planning