Contact Information

About My Practice

Federal employee benefits, including vacation, sick leave, insurance and retirement benefits, are some of the most complex in the country. Understanding your insurance coverage, how military time/part-time service/deposits/re-deposits impact your retirement, and the intricacies of the Thrift Savings Plan can seem daunting.

Educational programs are the foundation of everything we do at Retirement Planning Strategies. We believe that a knowledgeable employee makes better decisions with improved results. Courses include full-day programs on CSRS and FERS, as well as a two-day program called Transitions to Retirement for employees within 3 years of retirement, conducted through the Colorado Federal Executive Board. Our "brown bag" programs have received rave reviews for their concise presentation of bite-sized topics on the Thrift Savings Plan, Federal Employees Health Benefits, Roth IRA conversions, taxes and Social Security and Medicare planning.

As a member of the Federal Benefits Training Network, a national group of advisors to federal employees, we have the ability to deliver training for federal employees in the Rocky Mountain Region and beyond. Whether you are 3 decades, 3 years, or 3 minutes from retirement, the services provided allow federal employees to successfully manage their benefits package to achieve a worry-free retirement. Planning strategies include maximizing income, managing taxes for the future, survivorship benefit alternatives, risk management and making the right investment choices.

Isn't it time you got specialized advice for your federal retirement?

Offering Advice Since

2000

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management 
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations: CRPC, RFC
Insurance Licenses: Health, Life  
Security Licenses:  7, 63 
Associations & Affiliations: NAIFA, MDRT

Charges to Clients for Services

Fee (initial, hourly, and/or retainer):
Fee based on percentage of assets managed
Commissions on insurance products purchased 

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

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