• When you’re a government employee or part of the military services, retirement planning is a little different for you. Some of the mainstream advice about 401(k) plans and Social Security benefits may not be applicable to you.

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  • Thoughtful planning allows you to design the transfer of your wealth as you desire while minimizing the current and future impact of taxes on your estate. It also can protect your assets from unexpected health, personal and business risks and help ensure the ongoing management of your wealth regardless of life’s uncertainties.

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  • Rolling over your TSP is similar to rolling over a 401(k). While you have many options, you need to factor in a variety of variables that are specific to your financial needs & situation. Ask your financial professional about tax or withdrawal implications, hidden fees, actual rates of returns, etc.

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  • A FEW WORDS ABOUT US

    We are about retirement maximization strategies for everyone. This includes Social Security maximization elections, Wealth transfer, Civil Service benefits education, Growth with principal protection strategies.