MILITARY & GOVERNMENT EMPLOYEE BENEFITS
RETIREMENT PLANNING: We know and assist CSRS, FERS, Social Security and Medicare Entitlements. With over 36 years of first-hand experience, we understand the unique challenges military and federal personnel navigate. To maximize and grow your retirement takes careful planning; we are here to help.
TSP FUNDING, ALLOCATION, AND DISTRIBUTION: Military and federal government retirement plans and investing in the Thrift Savings Plan can be confusing. We assist clients in making investment decisions, calculating their retirement income, and identifying entitlements needed throughout retirement.
LIFE INSURANCE STRATEGIES: We explain the hidden cost and life-long impact of SGLI, VGLI, and FEGLI. At retirement, time-sensitive and permanent decisions must be made about lifetime protection. We educate and assist clients throughout these critical decision-making processes.