As a federal employee, you have one of the most comprehensive benefits package available to you. There are myriad options that can often be confusing and will have a big impact on your retirement and future depending on how you plan your benefits. We take great pride helping Federal Employees navigate their financial life during, and after their service. Being located right outside of DC, our advisors offer specialized financial services specifically designed for Federal Employees by not only understanding your benefits, but also how they affect the rest of your finances.
We help you go over your benefits and make sure that your records with OPM are correct. We also look for any other financially related areas that can improve.
We create a roadmap and a plan to get you to where you need to be and help you accomplish your goals. We help you blend your benefits with the rest of your finances.
We walk with you throughout retirement to implement your plan, help keep you on track, and make changes to your plan as your life changes.
