Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. With retirement in sight, we are here to lead our clients and help educate them on all of the important choices they will need to make. 

 I am committed to helping individuals, families and small businesses enhance their overall financial well- being by developing sound solutions for their retirement assets. I provide guidance in all areas of my clients financial life, including money management, estate planning and insurance needs.

 Once I understand your vision of retirement and risk tolerance,  I’ll work thoughtfully to develop a program and plan that carefully balances current retirement income needs and preservation of capital.

I strive to develop long-term, trusting relationships with my clients. I believe this can be accomplished through my client experience model where we place great importance on open communication and honest conversations. I encourage you to view my client experience model and how I engage with clients.

Some of the services provided:

• Assistance with Federal Employee Benefits Analysis: TSP review and recommendations, Annuity & Survivor Benefits Review, FEGLI cost analysis, Social Security rules and guidance, Estate Planning, Identify budget gap in retirement

Useful Federal Links:

http://www.tsp.gov/

http://www.opm.gov/

http://www.ssa.gov/

http://federaltimes.com/