Our Main Service is Education, and Our Main Product Is Confidence
Retirement Planning with Investment Management
You've done the hard part - saving for retirement. Now, let's focus on the fun part, making sure you're prepared for the next chapter of life. Understanding your goals and values is essential to building a plan that is tailored to your financial needs. Investment management and retirement planning go hand-in-hand. It's impossible to invest for the future without having a road map of the plan. As a Chartered Federal Employee Benefits Consultant, and federal employee myself - I understand the unique retirement options available to federal employees.
College Planning
Whether you are a federal employee or not, saving for retirement while also hoping to fund a college education can feel like competing goals. As a Certified College Funding Specialist® and Education Loan Analyst™, I strive to provide our clients with college admissions and financial-aid solutions. Our aim is to support our clients in their efforts to send their student(s) to the right college, for the right reasons and at the right price. We assist our clients in determining which college savings option is best suited for their circumstances and proposing effective strategies for funding both their retirement and college savings.
Legacy Planning
This service is perhaps the most overlooked, but arguably most important. There are several documents that absolutely everyone needs, and they’re not only for your dependents. Having someone to help coordinate all the forms to make sure any unforeseen circumstances are handled as seamlessly as possible in those moments is the effort we strive for. In this category of service is the option to have us help with explaining your retirement forms. There aren't many do-overs in life, and the same can be said for most of the OPM retirement forms. Helping you get it right the first time is our aim!
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