Financial Benefits Educators & Advisors

There is certainly no shortage of financial professionals that specialize in executives and high net worth individuals, however as a CSRS, Federal or Postal employee, chances are you have come to the painful realization that it is very challenging to find an advisor that truly understands the complexities of your FERS or CSRS benefits. We hold the prestigious Chartered Federal Employee Benefits Consultant (ChFEBC) designation – a designation for retirement planners willing to tackle the labyrinth of Federal Benefits. It’s obtained by successfully completing an intensive training course and examination covering all federal employee benefits.

Our specialties include:

  • CSRS & FERS Retirement Benefit
  • Special Provisions (LEO, FF, ATC)
  • Federal Life Insurance (FEGLI)
  • Calculating Your Pension Annuity
  • Retirement Income Planning
  • Health Insurance (FEHB)
  • Social Security’s Impact on Benefits
  • Medicare
  • Taxes on Federal Benefits


 Our goal is to provide federal employees with the resources, guidance and understanding needed to maximize their retirement benefits. Whether you are a CSRS employee with a defined benefit, contributory retirement system or a FERS employee with three different sources of retirement benefits; a Basic Benefit Plan, Social Security, and the Thrift Savings Plan (TSP), we understand the complex rules of your plan. There is never a better time to begin planning for retirement. 

CALL US TODAY TO LEARN HOW TO PROTECT AND OPTIMIZE YOUR RETIREMENT