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“My advisor took a very stressful situation and helped me finally feel like I was on the right track and know what I needed to do to have the retirement I want.”

– Cindy P.
USPS Letter Carrier

FAQ

Why do I need a financial advisor if I have federal benefits?

Federal benefits are valuable but complex. A financial advisor can help you maximize your benefits and align them with your long-term goals.

What is Federal Disability Retirement

Federal Disability Retirement is a benefit in every career FERS employee’s benefits package. It is there to provide you with supplemental income and other benefits, should you become disabled.

Can you help advise on benefit elections?

Yes, whether it’s survivor annuity elections or FEGLI options, we help you look at your full financial picture and understand how each election option impacts you.

How do I know if I’m on track for retirement?

Our advisors can assess your current situation and create a tailored retirement plan to ensure you’re on the right path.

Do I need to pay for an initial consultation?

No, your first consultation is complimentary. It’s an opportunity to learn how we can help you.

Can you help me with my TSP?

Yes! We’ll look at your current investments and investment opportunities to help you determine the best areas to safely grow your wealth.