Steve Dillard

Teresa Dillard

Contact Information

About Our Practice

It is our goal to ensure that federal employees and their spouses are educated and informed about their active and retired federal benefits.  When is the last time you have had a review of your benefits?

We are one of the few companies that will provide free consultations and workshops on the following:

• Federal Employee's Retirement and Health Care System
• Thrift Savings Plan
• TSP In-Service Withdrawals
• Civil Service Retirement System
• FEGLI -- Options, Cost & Supplements
• Disability and Long Term Care coverage
• Retirement Options & Eligibility
• Survivors Benefit Annuity
• Tax Free Investments
• Calculating Monthly Retirement Income
• Personal Federal Employee Benefits Evaluations
• Income for Life
• Safe Retirement Planning

Most people spend more time planning for vacations than planning for their futures!

Contact us today.  Knowledge is Power!  Take care of yourself--no one else will.

"Trust in the Lord with all your heart. Lean not on your own understanding; in all your ways acknowledge Him, and He shall direct thy paths!"  Proverbs 3:4-6 

Offering Advice Since

1989

Areas of Specialty

Comprehensive financial planning
Retirement planning
Estate planning
Insurance
Long-term and elder care
Products that provide income for life 

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life, Health & Accident: Licensed throughout the U.S.
Security Licenses:   Series 65
Other Licenses, Certifications, Designations:   Notary Public
Associations & Affiliations:  National Ethics Bureau, Chamber of Commerces, National Active & Retired Federal Employees Association

Charges to Clients for Services

Free check-ups and reviews
Commissions on insurance products purchased
No fee products

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