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HELPING YOU MAXIMIZE WHAT YOU HAVE WORKED SO HARD FOR

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.

Let us know how we can help you.

Plan for a lifetime with the TSP

General Retirement Planning, Thrift Savings Plan

Retirement Systems

Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS)

Survivor Benefit Plan

Social Security

FERS SPECIAL RETIREMENT

Supplements

Taxes on Federal Pensions

Federal Employees Group Life Insurance (FEGLI)

Federal Employees Health Benefits

Federal Long Term Care Insurance Program

ESTATE PLANNING

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Find us

911 Pavillion I I  // Dallas, TX 75204