About My Practice
We are a universal, comprehensive financial planning firm with clients all over world. With military backgrounds ourselves, we have a unique understanding of government employees' needs when it comes to planning for a successful financial future.
We are devoted to providing our clients with elite services to attain optimal financial planning. WE UNDERSTAND YOUR BENEFITS Federal employees have unique planning needs—balancing their exceptional government benefits with the rest of their sometimes-complex financial picture.
The Investment Center, Inc. has extensive knowledge of your federal benefits including:
CSRS & FERS Pensions
Survivor Benefit Plan
Federal Employees' Group Life Insurance (FEGLI)
Federal Employees Health Benefits (FEHB)
Federal Long-Term Care Insurance Program (FLTCIP)
Thrift Savings Plan (TSP)
Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs and helps federal families to make the most of these benefits—both while working and in retirement. Our goal is to always provide credible, top-notch financial planning services to our federal clients.
Our Federal Retirement Impact Workshop gives you candid, no-nonsense information. Register for our upcoming Federal Retirement Impact Workshop today at www.fedimpact.com/tic, so we can help you take the guesswork out of retiring from federal service.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Pension max (pension protection)
Licenses, Certifications, Education, and Affiliations
Designations: ChFC, MBA
Insurance Licenses: Life, health, P and C
Security Licenses: 6, 63, 26, 65
Investment Advisor Registration: 1539523 all states in USA
Associations & Affiliations: Financial Planning Association, AUSA, MOAA
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
My Broker / Dealer Affiliation
The Investment Center