When Should You Take Social Security? A Smarter Approach
You’ve probably heard it before: “Wait until age 70 to take Social Security so you get the biggest benefit.” That advice sounds simple, and for
Helping you prepare
for Federal Retirement
Available now on Amazon!
Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement
For most people, planning for retirement raises a ton of questions. Retiring as a federal employee is even more complex! How do you manage your TSP, FEGLI, FEHB…? Not to mention tax planning, social security, and survivor benefits? The list of questions to address goes on and on.
With each question comes a decision, and those decisions will have lasting implications. So, how do you make the best decisions for you? That’s what this book is all about.
There are 10 key decisions that must be made at your federal retirement. If those decisions are made well, you’ll embrace your retirement with confidence and purpose. If made poorly, they can lead to decades of unnecessary worry and anxiety.
1) FERS CALCULATOR
This is a good first step as you develop
your plan for federal retirement.
2) monthly webinars
We host monthly educational webinars on
retirement topics for federal employees.
3) ARTICLES & VIDEOS
We have a growing library of articles
and videos for your education.
Helpful Articles & Videos
For Federal Employees
The Secret to Maximizing Your FERS Pension and TSP
If you’re a federal employee preparing for retirement, you’ve likely spent decades saving into your Thrift Savings Plan (TSP) and counting on your FERS pension.
Which Retirement Account is Right for You
If you’re like most people, retirement planning probably feels like one big, confusing puzzle. What do you do? Where do you stick your money?
How Different Inheritances Are Taxed and What That Means for You
If you inherit money or property, one of the first questions that comes to mind is: Will I owe taxes on this? The short answer
Why Are My Medicare Premiums So High? Understanding the Impact of Poor Tax Planning
Have you ever been surprised by how much you’re paying for Medicare? If so, you’re not alone, and the reason behind it may be lurking
What DIY Retirement Plans Often Miss (And Why It Matters)
Many people like to handle their own retirement planning. After all, choosing investments and managing your savings feels empowering. But there’s more to retirement planning
Latest Federal Retirement Videos
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Federal Retirement’s not a new concept.
But it is new to you.
Your next chapter shouldn’t feel like a big mystery. And it shouldn’t be a source of anxiety or dread.
You need a financial advisor team you can trust… and a plan that leads to a meaningful future. Imagine using your wealth in a way that aligns with your deepest values and makes life better for others. Imagine how great it would feel to finish well.
Sound good? Then stop imagining and take the practical first step toward a meaningful future.
Here's How it Works
1. Get Acquainted.
Everything we do is built on relationships. So let’s meet. Tell us all about you–your history, your relationships, your dreams and your assets. As a christian financial advisor, we’ll gladly answer any questions you have about us. Learn more about us.
2. Create a plan.
Working together, we’ll tailor a plan that reflects your deepest beliefs and biggest hopes. Then we’ll implement that plan, carefully monitoring it, and making necessary corrections along the way.
3. Finish well.
You’ll navigate retirement with the confidence that you have enough. Even better, you’ll have a clear purpose and be positioned to invest in the causes that matter most to you.
Leave a legacy that aligns with your beliefs.
Retire with guidance
In unpredictable times and with constantly changing laws, converting retirement savings into regular retirement income can be confusing. Instead, be confident knowing what assets you need.
Retire with confidence
Most people fret about retirement. As a fiduciary financial advisor, our clients enjoy peace-of-mind knowing they’ll have the assets they need for the next chapter of life.
Retire with purpose
The best retirement isn’t “from” work. It’s “to” new challenges! We help our clients strategize ways to invest their resources in the things that matter most.