Expertise in Federal Benefits
Retirement for federal employees comes with unique rules and benefits that differ significantly from the private sector. Our deep focus on federal retirement allows us to offer truly specialized guidance. We provide clear explanations of your annuity options, survivor benefits, Thrift Savings Plan (TSP), and FEGLI, along with strategies to help you maximize your federal benefits.
Tailored Tax Strategies
Federal employees face unique tax challenges—our proactive approach helps you stay ahead. We provide specific recommendations with the goal of lowering your lifetime tax liability and then implement those strategies.
Investment Strategy Aligned with Cash Flow Needs
Your investment strategy should reflect when you plan to use your money—not just generic risk tolerance. Using advanced financial planning software, we project your annual withdrawal needs. We tailor your investment approach so that the risk aligns with the time horizon for exactly when you’ll need the funds.
Holistic Financial Planning
We provide comprehensive financial planning that integrates investment management, retirement income strategies, tax optimization, and estate planning—personalized to your unique goals. We guide clients through key decisions around Social Security, Medicare, and long-term planning to ensure confidence throughout retirement. With ongoing portfolio oversight and tailored advice, we help both federal and non-federal clients stay on track at every stage of their financial journey.
Boutique Feel with Big-Firm Capabilities
If you're considering working with us, chances are you value a personal relationship—a real advisor who knows your name and understands your story. At the same time, you deserve access to the tools and resources of a major financial institution.
Our boutique size gives us the agility to be flexible, highly responsive, and deeply attuned to your unique needs.
Through our partnership with LPL Financial, the nation’s leading independent broker-dealer*, we offer cutting-edge technology, industry-leading research, and a wide range of investment options. This collaboration allows us to combine personalized service with the power of innovation and choice.
Fiduciary Commitment & Independent Guidance
Choosing someone to help manage your finances is a significant decision. Working with a fiduciary advisor means partnering with someone who is legally and ethically bound to act in your best interest. As independent advisors, we are not tied to any proprietary products. This gives us the freedom to select investments and strategies from a broad universe of options—always with your best interest at the center of every recommendation. We also believe in complete transparency. The financial planning industry isn’t always clear about costs, but we are. Our services are tailored to your individual needs, and we make sure you know exactly what you’re paying for. You can view a detailed breakdown of our fee structure and key information in our Frequently Asked Questions section.
*As reported by Financial Planning magazine, June 1996-2025, based on total revenue.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
