Federal Employees
We have 25 years experience with FERS options and benefits for agencies within the federal system including police, military, USDA, and postal employees to name a few.
You’ve served for us all. Let us serve you.
As a federal employee, you’ve earned access to some incredible benefits and retirement options, but knowing how to maneuver and utilize them can be a hurdle, to say the least.
Every career and situation is different, so we take a comprehensive approach to demystifying the complexities. We get to know you, we build a plan together, then we determine how best to take advantage of the options and resources available in pursuit of your goals.
Let us help you understand and leverage your FERS retirement options and benefits so you can live a life you love, whether you’re already retired or planning for the future.
Look no further.
We understand the plans, provisions, exceptions - even the paperwork required to maximize your federal retirement benefits.
As planners, we evaluate, strategize, and execute based on your whole financial picture, not just your investments or federal benefits. That means we can help you address other goals too - like saving for college, purchasing a second home, or creating and funding a trust for your grandchildren.
We build long-term relationships and will guide you through each and every step, no matter where you’re at in your journey.
