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Whom We Serve
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Federal and Postal Employees
Finally, a financial planning and retirement firm created to serve you…the Federal Employee.
[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” bg_position=”left top” bg_repeat=”no-repeat” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”10″ bg_type=”no_bg” bg_grad=”background: -webkit-gradient(linear, left top, left bottom, color-stop(0%, #E3E3E3));background: -moz-linear-gradient(top,#E3E3E3 0%);background: -webkit-linear-gradient(top,#E3E3E3 0%);background: -o-linear-gradient(top,#E3E3E3 0%);background: -ms-linear-gradient(top,#E3E3E3 0%);background: linear-gradient(top,#E3E3E3 0%);” parallax_style=”vcpb-default” bg_image_repeat=”repeat” bg_image_size=”cover” bg_img_attach=”scroll” parallax_sense=”30″ animation_direction=”left-animation” animation_repeat=”repeat” bg_override=”0″ parallax_content_sense=”30″ fadeout_start_effect=”30″ overlay_pattern_opacity=”80″ seperator_type=”none_seperator” seperator_position=”top_seperator” seperator_shape_size=”40″ seperator_svg_height=”60″ seperator_shape_background=”#fff” seperator_shape_border=”none” seperator_shape_border_width=”1″ icon_type=”no_icon” icon_size=”32″ icon_style=”none” icon_color_border=”#333333″ icon_border_size=”1″ icon_border_radius=”500″ icon_border_spacing=”50″ img_width=”48″ ult_hide_row_large_screen=”off” ult_hide_row_desktop=”off” ult_hide_row_tablet=”off” ult_hide_row_tablet_small=”off” ult_hide_row_mobile=”off” ult_hide_row_mobile_large=”off”][vc_column width=”1/1″][vc_column_text]Can’t find a financial adviser who knows the difference between CSRS from FERS? Has never heard of the TSP? Or thinks FEGLI is some sort of pasta dish?
You’ve come to the right place. With years of experience working with both Federal and Postal employees, our skilled and educated team has the experience to guide you through all the phases of your federal career and into retirement. We provide unbiased advice on the following topics and more…[/vc_column_text][ultimate_spacer height=”15″ height_on_tabs=”10″ height_on_mob=”0″][vc_row_inner][vc_column_inner width=”1/3″][vc_column_text]
- CSRS and FERS Pension Projection
- Survivorship Planning for Pensions
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- Thrift Savings Plan Asset Allocation and Advice
- Federal Employee Group Life Insurance (FEGLI)
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- Social Security Review
- Federal Long Term Care Program 2.0
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As a federal employee, your benefits are robust, but complicated.
Don’t go it alone. Allow us to guide you through the maze of decisions so you can set a course for your financial future.
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Families & Retiree’s
A sound financial plan is your GPS to financial security.
[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” bg_position=”left top” bg_repeat=”no-repeat” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”10″ bg_type=”no_bg” bg_grad=”background: -webkit-gradient(linear, left top, left bottom, color-stop(0%, #E3E3E3));background: -moz-linear-gradient(top,#E3E3E3 0%);background: -webkit-linear-gradient(top,#E3E3E3 0%);background: -o-linear-gradient(top,#E3E3E3 0%);background: -ms-linear-gradient(top,#E3E3E3 0%);background: linear-gradient(top,#E3E3E3 0%);” parallax_style=”vcpb-default” bg_image_repeat=”repeat” bg_image_size=”cover” bg_img_attach=”scroll” parallax_sense=”30″ animation_direction=”left-animation” animation_repeat=”repeat” bg_override=”0″ parallax_content_sense=”30″ fadeout_start_effect=”30″ overlay_pattern_opacity=”80″ seperator_type=”none_seperator” seperator_position=”top_seperator” seperator_shape_size=”40″ seperator_svg_height=”60″ seperator_shape_background=”#fff” seperator_shape_border=”none” seperator_shape_border_width=”1″ icon_type=”no_icon” icon_size=”32″ icon_style=”none” icon_color_border=”#333333″ icon_border_size=”1″ icon_border_radius=”500″ icon_border_spacing=”50″ img_width=”48″ ult_hide_row_large_screen=”off” ult_hide_row_desktop=”off” ult_hide_row_tablet=”off” ult_hide_row_tablet_small=”off” ult_hide_row_mobile=”off” ult_hide_row_mobile_large=”off”][vc_column width=”2/3″][vc_column_text]30 years ago things seemed easier…and simpler. Pensions were everywhere, social security seemed strong, job security was a given.
Now, time of changed. It’s up to families acting CEO’s of their own future by saving and budgeting their way into financial independence and retirement. As our client’s CFOs we provide unbiased advice on the following concerns.[/vc_column_text][ultimate_spacer height=”15″ height_on_tabs=”10″ height_on_mob=”0″][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text]
Pre-Retirement?
- How much do I need to save for retirement?
- Are my assets properly invested and allocated?
- Am I being efficient with my current cash flow?
- What happens to my plans and my family if I die?
- How do I minimize taxes in my investment?
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Post Retirement
- How do I know I won’t run out of money?
- Am I protected against a market downturn?
- What is the best way to claim Social Security?
- What happens if I need long term care?
- How will my assets pass to my heirs when I die?
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Don’t go it alone.
Allow us to guide you through the maze of decisions so you can set a course for your financial future.
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Small Business Owners
Tired of not only being the Owner, the Customer Service Agent, the head of HR, the VP of sales, and now…Financial Planner?
[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” bg_position=”left top” bg_repeat=”no-repeat” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”10″ bg_type=”no_bg” bg_grad=”background: -webkit-gradient(linear, left top, left bottom, color-stop(0%, #E3E3E3));background: -moz-linear-gradient(top,#E3E3E3 0%);background: -webkit-linear-gradient(top,#E3E3E3 0%);background: -o-linear-gradient(top,#E3E3E3 0%);background: -ms-linear-gradient(top,#E3E3E3 0%);background: linear-gradient(top,#E3E3E3 0%);” parallax_style=”vcpb-default” bg_image_repeat=”repeat” bg_image_size=”cover” bg_img_attach=”scroll” parallax_sense=”30″ animation_direction=”left-animation” animation_repeat=”repeat” bg_override=”0″ parallax_content_sense=”30″ fadeout_start_effect=”30″ overlay_pattern_opacity=”80″ seperator_type=”none_seperator” seperator_position=”top_seperator” seperator_shape_size=”40″ seperator_svg_height=”60″ seperator_shape_background=”#fff” seperator_shape_border=”none” seperator_shape_border_width=”1″ icon_type=”no_icon” icon_size=”32″ icon_style=”none” icon_color_border=”#333333″ icon_border_size=”1″ icon_border_radius=”500″ icon_border_spacing=”50″ img_width=”48″ ult_hide_row_large_screen=”off” ult_hide_row_desktop=”off” ult_hide_row_tablet=”off” ult_hide_row_tablet_small=”off” ult_hide_row_mobile=”off” ult_hide_row_mobile_large=”off”][vc_column width=”1/3″][image_with_animation image_url=”2838″ alignment=”center” animation=”Fade In” img_link_target=”_self”][/vc_column][vc_column width=”2/3″][vc_column_text]As a fellow business owner, we know your time and resources are precious. Unfortunately, often times, important personal and benefit planning is shelved at the expense of pressing business needs.
If you’ve wanted to do more but haven’t been able to…you’ve come to the right place. We specialize in consulting small businesses and HR professionals by providing unbiased advice on the following topics and more…[/vc_column_text][ultimate_spacer height=”15″ height_on_tabs=”10″ height_on_mob=”0″][vc_column_text]
- 401K and Retirement Plan Design, review and Implementation
- Business Continuation Planning including Buy/Sell Agreements
- Group Life and Disability Insurance
- Employee Educational Workshops Program
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As a business owner, you have a lot on your plate.
Let us lighten your load so you can do what you do best…growing your company!
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