What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
FLEOA Members and Federal Employees
We are a team financial planners that specializes in federal employee retirement benefits, and are ready to assist you throughout the country in planning for retirement. All of the advisors on our team are very well versed in federal benefits. Our job is to help federal employees create personal retirement plans that incorporate all aspects of federal retirement benefits, as well as, any financial situations ranging from college planning, estate planning, reserve cash funds, and consolidating old IRA’s from previous employers.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task.
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.
Planning for the efficient management of the tax consequences of investment decisions can be an important factor in retaining more of the assets you worked hard to build.