Broker Check

HELPING FEDERAL EMPLOYEES PLAN FOR RETIREMENT

Client Centered

Our advisors hold the prestigious designation of Chartered Federal Employee Benefits Consultants (ChFEBCâ„ ) and are uniquely qualified to serve Federal Employees based on an extensive knowledge of:

  • CSRS and FERS Annuities (federal pensions)
  • Thrift Savings Plan (TSP)
  • Survivorship and Spousal Benefits (SBP)
  • Social Security
  • FERS Special Retirement Supplement
  • Federal Employees Group Life Insurance (FEGLI)
  • Federal Employees Health Benefits (FEHB)
  • Federal Long Term Care Insurance Program (FLTCIP)
  • Lifetime Income Strategies
  • Spousal Retirement Income Strategies
  • General Concerns for Retirement


FEDERAL EMPLOYEES SERVICED

Client Centered

With our cloud-based capabilities and extensive cybersecurity, we proudly serve federal employees locally and virtually.

Federal employees serviced include:

  • Active and former Military
  • United States Postal Service (USPS)
  • United States Department of Homeland Security (DHS)
  • National Aeronautics and Space Administration (NASA)
  • United States Department of Health and Human Services (HHS)
  • United States Department of Defense (DOD)
  • United States Department of Energy (DOE)
  • United States Department of Transportation (DOT)
  • United States Department of Commerce (USDOC)
  • Many more across the country and overseas

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