Who Are We?
Our team is integrated with nationally recognized federal employee retirement benefits specialists, and frequent speakers and trainers for a variety of employee organizations and financial services firms across 38 States.
We have analyzed the retirement scenarios for thousands of employees, helping them to avoid costly mistakes, and instead greatly increase their options allowing them to live out their retirement in comfort and security.
Federal employees simply want an easy explanation of the benefits they worked so hard for, so they know what to expect when they ultimately retire.
Our team which includes a CPA and Attorney, have over 87 years in combined retirement benefits planning.
Federal employees spend an entire career serving our public interests, we feel it is our duty to give back to them by helping them to properly prepare and look forward to retirement from federal service.
Plan for a lifetime with the TSP
General Retirement Planning, Thrift Savings Plan
Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS)
Survivor Benefit Plan
FERS SPECIAL RETIREMENT
Taxes on Federal Pensions
Federal Employees Group Life Insurance (FEGLI)
Federal Employees Health Benefits
Federal Long Term Care Insurance Program
911 Pavillion I I // Dallas, TX 75204