We Help the Federal Community Live an Intelligent Retirement
Have you struggled with any of the following questions:
How should I think about cash flow throughout retirement?
When should I take Social Security?
What should I do with my Thrift?
Taxes seem to be my biggest expense in retirement, why isn't my advisor allowed to talk about them?
What do I need to consider before leaving federal service?
After retirement should I be an independent contractor or join a company as an employee?
Should I form an S Corp or LLC?
What about long term health care planning?
Which savings vehicles are best for my situation?
Should I consider a Thrift Savings Plan rollover?
We've developed the Intelligent Retirement Roadmap, a proven process that incorporates every aspect of your financial life so you can live an intelligent retirement.
Save time and frustration
Take control of your financial future
We'll guide you along the way
Transparent Long Term Relationship
As a fiduciary, we're on your side. Our fees are straightforward so you never have to worry about hidden fees or transaction costs.
We do better when you do better. It's that simple.
Everything You Need
In One Place
Most of our clients have worked (or are still working) for the federal government and move on to second careers. That's why we've built a business designed to handle your specific financial needs.
We've got you covered.
Retirement How You Imagined
We work with you to identify what you want out of retirement and design a personalized plan to get you there and keep you on track.
We help you get to where you want to be.
Interested in becoming a client?
Step 1: Intro
Start the process by clicking "Schedule Intro Call" below.
On this 30 minute call one of our senior advisors will discuss your situation and how we can help.
Step 2: Discovery
We'll help you analyze your goals and organize your finances.
At the end of this analysis you'll receive a summary of how to get where you want to go and how we can help you get there.
Step 3: Delivery
We'll present your Intelligent Retirement Roadmap and determine if we're a good fit for your needs. If we're the right fit for you we'll get the paperwork out of the way and get to work on your intelligent retirement plan.
What is an Intelligent Retirement Roadmap?
Regardless of whether you decide to be come a client, the Intelligent Retirement Roadmap is yours to keep. This one-page document helps you clarify your long-term financial goals and outlines the steps you can take to address them.
If you'd like your personal Intelligent Retirement Roadmap simply click the button below to schedule an intro call.