About Us

Federal employees & Military service members "Our Specialty"

Our Mission is to promote the financial goals of Federal employees and Military service members throughout the United States. We do this with individual financial consultations and group workshops. These comprehensive financial checkups and assessments are prepared at no cost or obligation.

Our goal for over 30 years has been to provide practical, usable knowledge that can be used to build solid financial plans. Benefits analyzed include FERS, CSRS, FEGLI, SGLI, TSP Rollover investment options, Life Insurance choices, Social Security, Social Security Supplement, early retirement, disability retirement, Public Pension Offset, Windfall Elimination Provision, RMD strategies and other government benefits too numerous to list