We have an experienced and qualified team of financial professionals who can guide you through your complex government benefits program to help develop solutions and strategies that work for you.  Our goal is to help you understand what is offered and how to utilize your benefits to take advantage of the unique opportunities available for Federal Employees, both in your working years as well as into retirement.

Federal Employees

Whether new to federal service or close to retirement, it is crucial to understand the benefits that are available and how they may change as you enter your retirement years.


We can help Federal Employees and their spouses understand the following benefits:

  • Civil Service Retirement System (CSRS and CSRS Offset)
  • Federal Employee Retirement System (FERS)
  • Thrift Savings Plan (TSP)
  • Federal Employee Health Benefits (FEHB)
  • Federal Employee Group Life Insurance (FEGLI)
  • Federal Long Term Care Program (FLTCIP)
  • Retirement Eligibility and Options
  • Special Provisions Considerations (LEO, FF, ATC)
  • Retirement Calculations
  • Survivor Benefits
  • FERS Annuity Supplement
  • Social Security Benefits


Every Federal Employee has a unique situation and it is important to know exactly how the rules apply.  We find that one of the most important aspects to help employees, is to provide clear information and education.


In addition to the seminars we provide, we regularly meet one-on-one with federal employees providing them with retirement estimates.  Our experience in both the private and federal sectors is utilized to help employees avoid some of the common mistakes made in the working years and retirement process. 


We are available to help you through the retirement process.  Contact us to schedule a meeting or phone call to discuss if our services are right for you.

With a Federal Agency?

We are available to provide educational seminars on Federal benefits topics.  Seminars seek to present the material in an easily understandable format so that employees can make the most of their existing benefit program.  


Hire us to come to your agency and provide in-depth Federal Employee benefits knowledge to your employees while also giving valuable financial planning insights. 

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