Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our Mission

Our Mission

Our mission is to provide meaningful education and advice to our clients to help me make informed decisions about their financial health and retirement.

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Benefits Workshops

Benefits Workshops

Our workshops are designed to help you understand your federal benefits and how to  make appropriate choices to maximize retirement income, protect your assets, save on taxes, and build confidence in your financial outlook.

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Federal Benefits Analysis

Federal Benefits Analysis

This report is an essential tool in understand your FERS pension, survivor options, TSP distribution, pension maximization options, FEGLI and more more.   There is no cost or obligation to obtain your customized report..

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Financial Planning

Financial Planning

We are full service financial planner that look well beyond your financial benefits to ensure you meet your financial goals.   Our planning process can help achieve goals for retirement, college savings, asset and income protection, estate planning and wealth management.   

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Certified, Experienced and Dedicated

Certified, Experienced and Dedicated

Over 20 years experience in the financial industry helping public employees with benefits training, consultation and financial planning.    We'll illustrate how your choices today will affect your outlook for the future.  We look forward to helping you meet your financial goals.



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