We Move You From:
Insecure and
Overwhelmed
The federal benefit system is already confusing. Over-complicated plans from jargon-spewing advisors just add to the chaos.
Prepared and
Confident
We’ll help you untangle your federal benefits and create an easy to understand plan to help you pursue your goals.
Benefits can be challenging to
navigate for most people.
If you are working for the federal government, there are extra layers and complexities to navigate. It is pretty confusing and it’s easy to get lost in a sea of bad advice when so few people understand the basics. We started focusing deeply on Federal Employees in 2012 to enable you to get the education and advice you need to retire with confidence.
How We Help
STEP 1:
Get Organized
We look at all the pieces of your financial puzzle and find the gaps that need coverage.
STEP 2:
Make Your Roadmap
When we know where you want
to go, we create a plan with you to
help you get there.
STEP 3:
Pursue Your Goals
We keep you on track and help
you adapt the plan as your needs or goals change.
Why can you trust us to help
you navigate your federal benefits:
WE HAVE OVER $450 MILLION IN ASSETS UNDER ADVISEMENT
But we don’t have a minimum investment to work together. We are ready to help you in whatever way is most helpful to you based on where you are in your journey.
We are Chartered Federal Employee Specialists
Our advisors are able to help solve your problems. We stay on top of the ever-changing world of federal benefits so you don’t have to.
For over 30 years, we have worked with Federal Employees
We work with government employees to navigate their Federal Retirement Benefits and have written a book on this subject matter to help guide them. Navigating Your Federal Retirement Benefits was first published in 2014 and is currently in its 6th Edition. You can order your copy on Amazon.com.
Our Articles have been featured in FedSmith as well as in
Northwest Prime Time and Life and Money.
For an overview of the types of services we offer,
check out What we Offer and then let us know how we can help you to
navigate your federal benefits and pursue your retirement goals.