As fiduciary consultants and independent brokers, we help civilian federal employees plan for a comfortable retirement using the federal benefits available only to them.

Our professional and dedicated services are designed to help federal employees yield a secure retirement.

This is accomplished through using a “full-picture analysis” approach that aligns the federal employee’s present financial position with their personal and financial long-term goals.

William Goldman, President

If you’re ready to learn and be proactive, then we invite you to send us a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs.

Don't join the 1.5 million retirees that "un-retired" due to the sharp rise in cost of living.

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