Broker Check

Products & Services

We provide assistance in the following areas:

Investments

  • Thrift Savings Plan Stress-Test™
  • FEBOP™ (Federal Employee Benefits Optimization Program™)
  • FERS/CSRS Strategies
  • Private Sector Solutions for Federal and Postal employees
  • Individual Retirement Accounts
  • Educational IRA
  • Traditional IRA
  • Roth IRA

Financial Life Planning

  • Retirement Dreamcasting™
  • Federal Employee Benefits Optimization Program™ (FEBOP™)
  • Retirement Income Planning: Can you afford retirement?
  • Federal Retirement Plans (CSRS/FERS)
  • TSP Planning
  • Risk Management
  • Tax-Free Retirement Plans
  • 401(k), 403(b) Planning
  • College Savings Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Charitable Giving

Protection Planning

  • FEGLI Analysis and Upgrading
  • Pension Maximization
  • Social Security Survivor's Benefit Maximization
  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance