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We’re here to help you feel confident in your financial future.

Learn your retirement system, Love your retirement years

Whether you are early, mid or late career, we can help you understand your retirement system so you can make changes confidently and focus on your ideal retirement.

Federal Retirement Blueprint® Process

Our proprietary process covers 5 key areas to help you understand your federal benefits so you can build a strong foundation for a financially secure retirement.

Your retirement income will reflect the choices you make today. Let us help you determine the amount of income you need to enjoy the kind of lifestyle you are looking forward to in retirement. Through careful analyses of your current Federal benefits, we can direct you on how to make sound choices today that will improve your retirement income tomorrow. 

Knowing what tax advantages apply to different investments can significantly impact your tax liability in retirement. 

FEHB or Medicare or a combination of these two programs in retirement? We aim to provide valuable information to help you manage the costs of your health care in retirement. 

Social Security income can be filed as early as age 62 and as late as age 70. Let us help you determine the right time to file for this valuable benefit. If you are married, we will explore the strategy of filing and suspending the greater of the two benefits to provide a larger income for the surviving spouse. 

We can guide you in determining how your assets will be preserved, managed, and distributed after death. Legacy planning also considers the management of an individual’s properties and financial obligations if they become incapacitated.

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The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a workshop.