• FERS & CSRS retirement analysis and planning

• Pension Maximization

• Special Category Employees  (Law Enforcement, Fire Fighters, Air Traffic Controllers)

• Federal Employee Group Life Insurance (FEGLI) planning and advice

• Thrift Savings Plan (TSP) planning and income projections

• Should I take the VSIP, VERA or RIF?

• Social Security impact on benefits

• Health Insurance (FEHB) planning and how to deal with Medicare

• Long Term Care planning

• Taxes on Federal benefits

• Calculating your annuity benefit payments

Retirement Income Analysis

This forecasting illustrates the retirement that your current financial path would provide. With this unique insight, it is possible to review where one stands and expose opportunities to improve your retirement.

Estate Planning

Protect your family & your Legacy

Insurance Planning

It is critical to review and coordinate your insurance coverages in order to build a holistic retirement plan. We work to help dissect and analyze your coverage, regardless of whether it is FEGLI coverage from the government or private coverage.

Social Security Analysis

When it comes to Social Security benefits, it’s very important to know the facts. And if you are approaching retirement, it’s vital to thoroughly plan how to claim your Social Security benefits. As more investors become increasingly aware of Social Security claiming strategies, they find it’s not enough to simply decide when to take Social Security benefits, but also how to claim. Navigating the Social Security waters can be a daunting task.