We Serve Federal Employees Nationwide.
As a federal employee, you've worked hard for your money. Now, let us work just as hard to grow it. It's our mission to be the very best advisors in the federal retirement industry. We are a Jameson Financial Solutions company.
That's why we're proud to have these designations:
Our 3-Step Plan Tailored For You
A conversation between friends.
How do your Federal benefits impact your family and you in retirement? When should you retire? What will your income be in retirement? We’re an open book during this phase — the more we know, the better we can tailor your plan.
We develop your plan.
We go to work right away, creating a complete Federal Employee Benefits Analysis that we customize to your retirement benefits and savings.
Stand and deliver.
After we’ve finalized your retirement plan, we will walk you through your report point-by-point, answer any questions and ensure you understand everything. Think of it as your own personalized benefits seminar.
Our Services are Focused on Preservation, Growth, and Income
Our complimentary Federal Benefits Analysis focuses on these key retirement areas:
- Tax-Free Income
- Survivor’s Benefits
- Federal Employee Group Life Insurance
- Federal Employee Health Benefits
- Retirement Strategies
- Thrift Savings Plan
- Social Security Maximization
To learn more about our customized approach to retirement, click the button below.
featured Guide
Your Guide to Optimize Social Security
Download our free Social Security Guide to help retirees maximize their benefits. This guide reviews key topics such as minimum retirement age, spousal benefits, taxation, and recent legislative changes. Learn strategies to maximize your Social Security income and secure a comfortable retirement.
Featured article
Feds Face Steep Health Premium Hike in 2025
Federal employees will see a significant increase in health insurance premiums in 2025, with a rise of 13.5%. This hike, affecting 8 million workers and retirees, is due to rising healthcare costs and inflation. The Office of Personnel Management is working to mitigate the impact on enrollees.
