We Help Federal Employees Avoid Costly Mistakes
& Prepare for a Successful Retirement
AS ADVERTISED IN
The Federal Retirement Playbook
Get a complimentary copy of my e-book sent directly to your inbox. In my book, I share strategies that I use to help federal employees develop a winning financial gamplan. You will learn:
– How to protect yourself from a 1700% increase in FEGLI premiums
– Why the G-Fund may not be risk-free contrary to popular belief
– How to avoid 5 common TSP Investing Mistakes
– And More!
Plus I will add you to my exclusive email list.
INVESTING TODAY
For A Better Tomorrow
We inform and empower families to make better decisions with their hard-earned money through tailored financial planning.
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Our Services
GET TO KNOW
Our Team
It is our mission to help individuals and families achieve their ideal retirements.
It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
NEED MORE INFO?
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.
*Dates and times are subject to change- please fill out the form or call the office to reserve your spot
There are no upcoming events at this time.
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Schedule Your
Complimentary Consultation
For more information about any of the products and services listed here, schedule a meeting today by filling out the form below or give us a call at (855) 945-3696