Are you on track for an incredible worry-free retirement?
Please only book this meeting if you say yes to all of the following:
- Do you want to hire a firm (like us) to help you retire and manage your investments now and throughout retirement so you can focus on other things?
- Do you have at least 500k in investable assets? (think TSP, IRA, etc. Excluding Real Estate)
- Are You Within 1 Year of Retirement or Already Retired?
If you answer no to any of these questions then please book your meeting here instead.
Note: We often book weeks (if not months) in advance so we encourage you to book as early as you can especially if there are deadlines approaching (like retirement).
Common Questions
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How do you make money?
We are a commission-free (a.k.a. fee-only) financial planning firm for FERS federal employees. Our fees depend on the complexity of your situation but our fees are always very transparent. Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not us. Our goal is to lower your taxes, maximize your benefits, and make sure you can retire without worry.
Can you meet virtually and work with people in other locations?
Yep! We work with people from all over the U.S. as well as many federal employees who are stationed overseas.
What areas do you help your clients with?
Great question. Here are the 5 areas that we help our clients with.
-Retirement Planning: Planning for the day when work is optional
-Investment Planning: Building wealth for your future
-Tax Strategy: Taking advantage of opportunities in the tax law
-Insurance Planning: Protecting your loved ones and what youā€™ve already built
-Estate Planning: Planning for those you leave behind
Other Questions? Contact us at: [email protected]
