Services

Our advisors will help you wisely manage your finances so you can pursue both short- and long-term financial goals in a timely manner. We will help you make confident decisions while constantly monitoring, rebalancing, and maintaining your portfolio.

We will provide one-on-one guidance when handling financial assets and other investments.

There is a well-known saying that to diversify all your investments, don’t put all your eggs in one basket. Our advisors will help you apply the same thought process to the taxation of your retirement plans, and explain why a Roth TSP or Roth IRA may be the right fit for you.

Our team will guide you on how to deal with tax challenges federal employees face, as well as how being proactive with your tax strategy can prevent paying a higher tax in the future.

When it comes to retirement from the federal government, basic planning is not enough as there are unique challenges and risks that must be accounted for. Our advisors will help you determine retirement goals and the actions and decisions necessary to work towards those goals.

As a federal employee, Social Security benefits can be an essential source of cash flow in retirement, and the amount you will receive is affected by the decisions you make leading up to retirement. This also holds true for what you will pay in premiums if you intend to enroll in Medicare at 65.

If you passed away today, would your loved ones have the knowledge or be prepared on how to obtain what is left behind? Our office will help guide you on what estate planning strategies are available to ensure that the transition of your assets is as smooth as possible for your beneficiaries.

Your federal benefits are one of the most critical aspects of your compensation package as a federal employee. Our advisors will guide you on how to maximize these benefits, and how they work in retirement. Our goal is to provide a comprehensive overview of your annuity and survivor benefit options and your Thrift Savings Plan contributions.