| Company: | Dillard Financial Solutions, Inc. |
| Contact: | Steve & Teresa Dillard |
| Address: | 2381 Hwy 441, Suite-C |
| City: | Sumter |
| State: | SC |
| Zip: | 29154 |
| Phone: | 1-800-692-7643 |
| Fax: | 803-499-3174 |
| Email: | DFS@dillardfinancial.com |
| Website: | www.dillardfsinc.com |
ABOUT OUR PRACTICE
Dillard Financial Solutions, Inc. is a company that specializes in Federal Benefits. We help individuals understand their benefits, so they can effectively plan and make choices for a confident retirement.
DFS conducts benefits training workshops designed to provide attendees with the knowledge to understand and manage their federal benefits. Unlike many providers of federal benefits training, we can provide these complimentary workshops to attendees and their federal agency employers.
Workshops can be conducted on-site or at an off-site facility at the request of the group. These workshops concentrate on essential topics related to the CSRS or FERS programs and can be tailored to meet the needs of plan participants. We are Verified Vendors on the US Federal Contractors Registry.
WORKSHOPS INCLUDE
- Federal Employee's Retirement System (FERS)
- Thrift Savings Plan
- TSP In-Service Withdrawals
- Civil Service Retirement System (CSRS)
- FEGLI: Alternatives
- Retirement Options & Eligibility
- Survivors Benefit Annuity
- Tax Free Investments
- Calculating Monthly Retirement Income
- Personal Federal Employee Benefits Evaluations
- Products that Provide Income for Life
- Retirement Income Options
- Social Security Maximization
We have designed a platform to meet people where they are in life with the ideas and answers they need to have true financial wellness. Knowledge is Power! We specialize in Federal Benefits and provide up to date information that can assist you during your working years and throughout retirement.
“By wisdom a house is built, and through understanding it is established; through knowledge its rooms are filled with rare and beautiful treasures.” Proverbs 24:3-4
OFFERING ADVICE SINCE 1989
AREAS OF SPECIALTY
- Retirement Income Strategies
- Life Insurance
- Fixed & Fixed-Indexed Annuities
- 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, ChFEBCSM
Associations & Affiliations: National Ethics Bureau, Chamber of Commerces, National Active & Retired Federal Employees Association, Verified Vendor on the United States Federal Registry, Farm Credit Specialist (FSA) National Benefits Provider,
National Association of Postal Supervisors (NAPS) Benefits Provider
CHARGES TO CLIENTS FOR SERVICES
Complimentary Appointments and Analysis
Commissions are paid directly to the representatives by the Insurance Companies. No commission will ever come out of YOUR money!
Call us today to have a licensed representative visit with you or your group for a complimentary, no obligation retirement benefits analysis.