We specialize in helping federal employees gain a better understanding of their federal benefits along with planning for, and executing, their retirement. Whether you are 2 months or 20 years away from retirement, we can help you understand your options. We would be happy to provide you with a benefit analysis and consultation.
We also specialize in senior retirement investment and insurance products by using tax deferred investment strategies while minimizing IRS obligations, in return passing more fund onto heirs.
It is our goal to ensure our clients are presented with all of the knowledge and resources to maximize their retirement benefits and financial planning. Call to connect with our team to begin the process with an initial consultation to get an understanding of both your current status and financial goals.