We Help the Federal Community Live an Intelligent Retirement
Take the weight of your financial future off your shoulders.
All your finances handled in one place.
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Save time
and
frustration
Have
confidence in retirement
Don't overspend on taxes
Have you struggled with any of the following questions:
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How should I think about cash flow throughout retirement?
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When should I take Social Security?
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What should I do with my Thrift?
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Taxes seem to be my biggest expense in retirement, why isn't my advisor allowed to talk about them?
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After retirement, should I join a general contractor or be an independent contractor?
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Should I form an S Corp or LLC?
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What about long term health care planning?
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Which savings vehicles are best for my situation?
We've developed 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.
One Stop Shopping
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?
1.
Click "Get Your Retirement Risk Assessment" below to schedule your 15 minute intro call
2.
If we're a good fit for each other we'll set up a discovery call to find out more about your unique financial situation
3.
We complete an analysis of your financial situation and retirement goals
4.
We present our analysis to you during a Retirement Risk Assessment meeting
5.
It's time for you to decide if you'd like to commit to the financial planning process.
6.
If we decide we're a good fit for each other we'll have a kickoff meeting to get the planning process started
Stop Stressing About Your Financial Future and See How We Can Help
Our years of expertise have allowed us to build a business specifically to serve you and the challenges you face as a retiring (or retired) member of the federal employee community. We’re ideally situated to help guide you down the proper path in your years leading up to retirement, and we have the expertise in tax and business formation to simplify how to structure a new venture after retirement.