We guarantee to develop steps you can take to help reach your retirement goals.
There are three pillars to federal retirement. Your FERS Annuity, Thrift Savings Plan, and Social Security Benefits. Understanding how these three pillars work together is important to maximizing your federal benefits.
If your covered by FEHB do you need Medicare? Do you need to continue your dental and vision coverage? Should you enroll in the FLTCIP?
Is your money in the right investment to reach your goals? Is your Thrift Savings Plan allocated for your specific circumstances? Is the TSP the best option when you leave federal service?
You may not realize it, but estate planning is for the ones you love. What happens if you become incapacitated? Will your assets go to the people you want them to?
Do you know how taxes are effecting your retirement and investments now, and how they’ll affect you in the future? Would you like to keep more of the money you earn, and lower your tax bill at the same time?
If you’re retiring, getting married, buying a home, having a child, or trying to figure out how to pay for college or student loans we have insight that can help. How will these things affect your life?
We know not one size fits all. That’s why we offer you four ways to receive services. We offer a monthly subscription, asset management, project, and hourly service model. The model you select will depend on your circumstances. Our monthly subscription service is a $500 initial fee, and $200 a month. Our asset management service is a flat 1% a year billed quarterly. Our project service starts at $2,500 and varies based on complexity. Our hourly service is billed at $250 a hour. We provide retirement and investment advice to help you meet your retirement goals, we don’t sell financial or insurance products.