Instantly download this 10-page guide to discover:The Federal Retirement Experts Process
We provide strategies to our federal employee clients by taking the time to build personalized relationships that are based on trust, expert guidance and advice. These tailored solutions aid in providing our clients with safety, security and the peace of mind they desire as they enter retirement.
We design financial strategies specifically for federal employees. Interested in how it works? Here’s a look:
Step 1. Discover.
A conversation between friends.
How do my Federal Benefits impact me and my family in retirement? Will I have enough to retire? When should I retire? What will my income be in retirement? We’re an open book during this phase — the more we know, the better we can tailor your plan.
Step 2. Report
We do our homework.
We create a complete Federal Employee benefit analysis that is customized to your retirement benefits and contributions.
Step 3. Share.
Stand and deliver.Â
After we’ve finalized your retirement plan, we will explain your report to you point-for-point, answering questions and ensuring you understand everything.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
How?
TSP Transfers
Retirement Income Strategies
Annuities
IRA & 401(k) Rollovers
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
How?
Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
How?
Legacy Planning
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Wealth Management
Investments
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.