Federal retirement planning is NOT easy.  Elizabeth understands what it feels like to look at all the paperwork and wonder if you are truly prepared to retire from Federal service.  Having someone who understand your needs, wants, and long-term goals is everything.

Our trained Federal Benefit Coordinators want to help you develop, implement, and monitor a Strategic Retirement Plan that’s designed to address your individual situation.  We understand the challenges Federal and Postal employees and their families face today.  From legislation cutting back on benefits to managing debt, to saving for college, to Thrift Savings Plan allocations and on to retirement, these personal financial challenges can be overwhelming.

Our commitment is to utilize all our resources to help you pursue your goals.  We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to helping you prepare for Federal retirement.  All our energy, commitment, resources, and efforts are focused on you, the Federal and Postal employee, your education and empowerment to ensure your retirement experience meets your satisfaction.