understanding your federal benefits should'nt feel like a second job
For being such an essential worker, it's amazing how little support there seems to be when it comes to taking care of your financial future. After dedicating your life in service of others, it's time that someone stepped in to take care of you. Someone who can work with you to create a financial plan that's in alignment with your life's goals — and knows how to maneuver that pesky government benefits site.
OUR COMPREHENSIVE FINANCIAL SERVICES
- Benefit Analysis/Counseling
- Retirement Paperwork
- FERs/CSRS
- FEGLI & Life Insurance
- FEHB/Medicare
- FLTCIP/Long Term Care
- Thrift Savings Plan
- Tax Strategies
- Social Security
what it looks like to work with us
A short questionnaire starts the process of getting a better understanding of your current financial landscape and estimating your federal benefits.
Then we build a baseline plan that is projected out over the course of your lifetime and work together to identify risks, areas for improvement, or strategies to fit your current life circumstances and goals.
And when life happens — as it always does — we come back together to realign your plan to your desired outcomes. When it comes time to retire, we do all the paperwork for you.
Best part is it costs you nothing – isn’t that great?
We're with you through all of lifes inevitable moments
Hi — I'm Lisa
As your financial fiduciary, everything I do for you is done with you and in your best interest — not mine. Not only am I legally bound to act in your best interest, I’m honored to. I work with a financial team of CPAs, attorneys, and client service professionals to help you navigate all of life's moments.
Even though we can't predict every curve ball life will throw at you, we can at least create a comprehensive financial plan that will help you cultivate the life you want while setting up safety nets to support you when things get bumpy.