You've earned your federal benefits, now it's time to put them to work. Your FERS pension, TSP, and Social Security form the foundation, but a truly secure retirement requires strategic planning that goes beyond the basics. We help federal employees transform their benefits into a comprehensive financial strategy designed to last.

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Annuities can play a critical role in converting your retirement savings into guaranteed lifetime income, providing the stability and predictability you need when paychecks stop. Whether through your TSP options or private annuity products, we'll help you determine the right balance between growth, access, and guaranteed income streams that adapt to your retirement timeline.

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Long-Term Care planning is where many federal retirees face their greatest financial risk. Healthcare costs in retirement can derail even the most carefully calculated FERS and TSP strategy. We work with you to evaluate your Federal Employee Health Benefits (FEHB) coverage, assess your long-term care insurance options, and build protective strategies that safeguard your retirement assets and preserve your legacy for your family.

 

Your federal service has set you up for retirement; our job is to make sure your plan protects what you've built and delivers the retirement you've earned.