Our Unique Difference

First and most importantly, we provide education and information to help you understand your federal benefits.

Second, we can help you implement financial strategies that make sense for your personal situation – on a stand-alone basis, or as part of a comprehensive financial plan that includes both your federal benefits and other financial resources.

We approach every federal employee with nothing but a desire to help you fully understand how your federal benefits work…now, and into retirement. We have no preconceived agenda.

Our benefits workshops are intended to inform. We are sensitive to the amount of information we present and try not to overwhelm you. We are available during and after our workshops to answer your questions, and we will meet with you individually to go into detail about your personal situation.

Federal employees have excellent benefits, but they are unique and complex. The overwhelming majority of financial advisors do not understand the subtleties and intricacies of your federal benefits. Mistakes resulting from lack of understanding can cause unnecessary problems – and potentially forfeit portions of your benefits – permanently.

Our founder has more than 25 years of experience in financial services. The combined expertise of the team spans over 100 years of experience working with clients. The perspectives they have gained through years of service, combined with specialized federal benefits training and experience with thousands of federal employees, give them a unique ability to craft individual retirement solutions that address a full range of needs – combining federal benefits with other financial resources in a comprehensive plan.