We’re here for you. Read a message to our customers from the Medallion Financial Group Team. If you have questions, please give us a call at (301) 990-9704.
We Move You From:
The federal benefit system is already confusing. Over-complicated plans from jargon-spewing advisors just add to the chaos.
We’ll help you untangle your federal benefits and create an easy to understand plan to reach 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
We look at all the pieces of your financial puzzle and find the gaps that need coverage.
Make Your Roadmap
When we know where you want
to go, we create a plan with you to
help you get there.
Reach Your Goals
We keep you on track and help
you adapt the plan as your needs or goals change.