Investment Management
- Guidance in making prudent financial choices to pursue immediate and future financial objectives.
- Continuous oversight, rebalancing, and maintenance of your portfolio to ensure alignment with your goals.
Financial Planning
- Development of a holistic plan integrating investments, retirement income sources, tax strategies, and desired legacy.
- Personalized advice focusing on your unique financial situation and goals.
Roth Conversions
- Strategies to capitalize on the current historically low tax environment.
- Assistance in making more of your money tax-free in retirement through Roth contributions and conversions.
Tax Strategies
- Insights into managing unique tax challenges, especially for federal employees.
- Emphasis on proactive tax planning to avoid unnecessary future tax burdens.
Retirement Planning
- Expertise in addressing the distinctive challenges and risks associated with federal government retirement.
- Collaboration to establish precise retirement objectives and devise strategies to achieve them.
- Ongoing support throughout retirement to ensure your plan remains on track.
Social Security & Medicare Guidance
- Guidance on decisions affecting Social Security benefits to maximize retirement income.
- Assistance in evaluating Medicare Part B enrollment in conjunction with Federal Employee Health Benefits (FEHB).
Estate & Legacy Planning
- Guidance on estate planning strategies to ensure a seamless transition of assets to beneficiaries.
- Preparation of loved ones to manage affairs effectively in the event of your passing.
Federal Benefits Analysis
- Comprehensive overview of federal benefits as a cornerstone of compensation for federal employees.
- Assistance in maximizing benefits and understanding their function in retirement.
- Detailed explanations of annuity and survivor benefit options, as well as Thrift Savings Plan management.
