The Art of Retirement Planning for the Federal Employee
You have complex benefits... we're experienced at navigating the Federal system.
Get the Most Out of Your Federal Benefits
We understand TSP, FERS, FEGLI, CSRS, and all the other unique Federal benefits. We're here to guide you towards your goals. We develop a customized plan both for now and your future.
Tax-Smart Strategies for Federal Retirees
If minimizing the impact of taxes is on your retirement income isn't part of your retirement planning, why isn't it? You need experts who not only understand Federal benefits but also taxes.
Are You Working with a Fiduciary?
Asking the right questions is essential. As fiduciaries, we always put your interests first.
We help you put all the pieces together towards your goals.
Federal employees and retirees have unique choices; we’re experienced professionals in these complex considerations and will assist you in making the smart choices. Our ultimate goal is to for you to achieve your goals. With that in mind, we create a customized retirement plan for you.
Thrift Savings Plan (TSP)
We understand how to utilize the Thrift Savings Plan (TSP) to help fuel your retirement goals.
Federal Employees Retirement System (FERS)
Over 50 years of experience working with Federal employees and retirees have prepared us to guide you to your retirement.
Early Retirement & Social Security Offset
We understand Social Security and we understand Federal Employee retirement rules. We'll help you navigate.
