Who We Serve


Retirement on Your Terms

Getting ready for your transition into retirement goes well beyond checking for a dollar amount in your IRA or other savings accounts. Timing, taxes, Social Security benefits, and even health insurance all play a major role in your retirement plan and long-term financial objectives. As we create your personalized Strategic Retirement Roadmap®, we’ll go over every aspect of your retirement, and you’ll be able to look forward to retirement on your terms.

Financial Planning for Federal Employees

The Federal Employee Retirement System (FERS) is unique. No other private sector or state agency has benefits that precisely mirror those of the FERS. The internet is inundated with information about your retirement benefits and it can be hard to sift through it all. Working with Federal Employees is one of our specialties, we look at your benefits as a component in helping to develop a greater financial plan. One that takes your annuity, survivor benefits, health care and TSP into account when constructing a comprehensive financial plan.