OUR AREAS OF EXPERTISE

Our federal benefits specialist are trained in different fields of financial planning specifically geared your options when it comes to your federal benefits. Below are just a few of the expertise our specialists can assist with:​
  • TSP Education 
  • Benefit Analysis
  • Tax Free Income
  • FEGLI vs. Private Insurance​
  • Social Security Timing
  • Lifetime Income Planning 
  • Legacy Planning Strategies
  • LTC Preparation and Insurance

FEDERAL BENEFIT PROTECTION KIT
AND ANALYSIS REPORT

A Benefits Analysis Report will uncover opportunities to save you thousands of dollars while you work and help you maximize your benefits throughout retirement. 
In addition to the analysis report, you also get the following educational handouts at no cost: 
  • Tax and Contribution Guide 
  • Retirement Income Worksheet
  • 5 Things You Should Consider Before Claiming Social Security