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Federal Employees, Quickly Take Charge Of Your Finances

Get the planning, strategies, investments, and monitoring you need to achieve retirement and beyond.

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It's Time to Think Differently about Your Money

We stay focused on market trends, so you don't have to.

Where You Are

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Where You Want To Be

Years of experience have prepared us to guide you through life's transitions.

How You Get There

How You Get There

We believe values matter, and we live by ours every day.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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ARE YOU READY FOR RETIREMENT?

Get a Retirement Analysis done to check if what you plan for retirement is doable.

Here’s what you’ll learn from our Retirement Analysis:

  • Social Security - Calculated multiple social security options to help identify the strategy that best fits your plan.
  • Answer The Big Questions - Will you run out of money in retirement? What happens to your spouse if you pass away? Should you consider Long Term Care?
  • Plan for the "What If's" - Work through Scenarios on "What if I Pass away?" "What if I need Long Term Care?" Understand how this will affect your spouse and kids.
  • Scenario Analysis - See what happens if you save more, work longer, or invest differently. Then change as needed to get back on the right track to retirement.
  • HealthCare - Learn more about one of your largest expenses in retirement. See calculations on Medicare Part B, Part D, Out of Pocket Expenses and Medigap specific to you. Health care expense schedules also provide real future health care costs. Learn how to pair it with FEHB.
  • Plan for outside factors - See the impact of market or social security changes, inflation, investment returns, long-term care needs, and other unexpected costs. This will help you stress test your plan against factors you can't control.
  • Portfolio Analysis - Quickly evaluate how your Investment Assets are currently allocated among the different Asset Classes and Tax Categories.
  • And So Much More...

Still Unsure? We Can Help.

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