GUIDING YOU TO YOUR BEST

Federal Retirement Plan!

Reach your Federal Retirement goal, keep your lifestyle, and give security to your family!

HOW WE SERVE

Maximize your annuity, reduce taxes, create a Social Security strategy, find your best healthcare plan, lower investment risk while maintaining growth, create increasing income for inflation, plan for long term care and avoid probate.

It’s so fulfilling to give our clients the confidence they need when they retire, lose a spouse, face unexpected healthcare expenses, or any other milestone on the road of retirement.

The Complete Picture Of Your Retirement

Know the Complete Picture of your Federal Retirement with Answers to Important Questions Such As:

When is the earliest I can retire - Can I retire now?

It depends! You’ll see on one page what your income would be if you retired today, or at different times in the future.
Do I have enough money to retire now?

Taxes, inflation and unexpected expenses make this hard to predict. With an analysis of your income and expenses, you’ll know what you need to retire today, and be secure in the future.
What are my benefits as a Federal Employee?

Knowing all your options and how they work is critical for the best decisions! We've studied and understood your Federal retirement benefit options for you.

What do I do with my TSP when I retire?

Should I keep it in place? Roll it over? Annuitize? The option best for your unique situation becomes clear through our planning process.
Can you help me fill out retirement paperwork?

Paperwork errors can cause costly delays. We’re familiar with the forms and would be happy to assist you!
What if I pre-decease my spouse?

We all want to be sure our family is okay, even if we're not here. You'll have a plan in place to support your spouse, so grief is not compounded by financial concerns.

Together We’ll collaborate to Create, Develop and Manage your All-Inclusive Retirement Plan so you can Live the Lifestyle You Imagine!hieve The Lifestyle You Imagine.