Retire With Confidence

Providing clients the education and strategies to navigate their personal benefits.

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Financial & Retirement Planning

Understanding what your goals are and developing a plan to best achieve them.

Investment Management

Crafting a plan utilizing the right federal benefit plans.

Legacy
Planning

Making sure you and your beneficiaries are covered in any unforeseen circumstances.

Trusted & Certified Chartered Federal Employee Benefits Consultant

Mission & Values
To provide our clients financial confidence so they can pursue their life goals, secure in the knowledge that they have a strong plan in place, built with trust, and their financial assets are well managed in accordance with that plan.

If you’re a federal employee, you know that it can be challenging and confusing to navigate the benefits you’ve earned. As a Certified Chartered Federal Employee Benefits Consultant with almost 20 years of financial and federal experience, I am qualified to help deliver the above mission to you.

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An Air Traffic Controller & Financial Advisor

Retirement planning can feel overwhelming at times. There are many moving parts that need to be managed to ensure everything is working together. Just as an air traffic controller assists in a safe flight, my fiduciary duty ensures the financial roadmap we create for your retirement journey is as turbulent-free as possible.

After our meetings, you should feel confident that your plan is built with your priorities in mind. For all our clients, the number one service we provide is education. My goal is for you to be well informed, to be able to describe your retirement strategy to anyone who asks. The strategy doesn’t have to be complex, to be successful.

Creating and executing a plan are the most important job duties in both air traffic control and retirement planning. The plans are constantly changing as new information is received. However, by staying focused on the destination, these changes can be managed without much disruption.

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Your Goals Matter
Don't Trust Them With Just Anyone

Let us prove to you that we are the partner that can help make your financial goals a reality.