About My Practice
Our goal is to make a beneficial difference in the lives of our clients. We take pride in the belief that no client is too small to benefit from our services. We work as a team, providing a collaborative approach to creating solutions that are tailored for each client. As civil service employees and members of the uniformed services, you need retirement planning unique to the complex requirements of your benefits.
It's important to maximize your Federal Benefits, but it's also important to review your total financial picture. We counsel federal employees on options within the federal retirement system to help you understand what products and services are available to balance your retirement plan. Once your federal retirement options are reviewed, you will receive a personalized report offering a comprehensive approach to your retirement plan.
Because we serve those who serve others, our services are always free to those in the federal civilian employee and military markets. This is our way to say "Thank you for your service to our country and our veterans."
Offering Advice Since
Specializing in Federal Benefits 2014
Areas of Specialty
Federal Benefits and Federal Retirement
Comprehensive financial planning
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Insurance Licenses: Life, Health and Long Term Care
Charges to Clients for Services
Commissions on insurance products purchased
My Association with the Office or Firm