What We Do:

Many federal employees do not understand their retirement federal benefits well enough. We provide on-site and virtual training classes to federal employees. We help them better understand what their federal benefits look like today and what they’ll look like in retirement.

We Can Provide:

· A ChFEBC instructor who is very knowledgeable on Federal Employee benefits

· An interactive workshop that goes over Federal Employee benefits and TSP Modernization Act updates

· A one-on-one individual benefits review for each employee with a personalized workbook

· A personalized, in-depth analysis of each employee's current retirement path

We know how valuable time is for everyone, so we offer a 90-minute educational workshop, with one-on-one appointments available for each employee attending the workshop at another time. This appointment will cover the retirement systems (CSRS/FERS), TSP, Disability, FEGLI, and Social Security at the best time for each employee.

Our federal benefits specialists are trained in different fields of financial planning geared explicitly to your options when it

comes to your federal benefits. Below are just a few of the expertise our specialists can assist with:

· TPS Education

· Benefit Analysis

· Tax-Free Income

· FEGLI vs. Private Insurance

· Social Security Timing

· Lifetime Income Planning

· Legacy Planning Strategies

· LTC Preparation and Insurance

We have years of experience working with postal, VA, HUD, and USDA employees. We offer federal benefits expertise and are fiduciaries.

Our skilled specialists can walk you through the more complex parts of the Federal Employee Benefits package. We also provide personalized consultation and financial analysis to help our clients make educated decisions.

Company Data

 NAICS codes524210, 611430, 525190, 525110, 541612:

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