Our education and experience make us uniquely qualified to help federal workers meet their financial goals.   In addition, we have the partnerships and affiliations to provide you with wide range of options.

 

Service-Disabled Veteran Owned Small Business

Chartered Financial Consultant designation from The American College of Financial Planning

Licensed in Multiple States

Useful Links

Office of Personnel Management

Thrift Savings Plan

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<p>Weighing the Benefits of Prepaid Debit Cards</p>

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.
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<p>Social Security: The Elephant in the Room</p>

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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<p>The Fed and How It Got That Way</p>

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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