Six Reasons You Might Want to Do Roth Conversions
Over dinner friends of yours mention how they’ve recently started taking the money in their traditional IRA and moving or “converting” it into a Roth
Helping you prepare
for Federal Retirement
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
Is the Secure Act a Ticking Time Bomb?
The Secure Act 2.0 is now law in the U.S. This new legislation has features that many deem to be positive. But the rules pertaining
Have You Looked Into the TSP Mutual Fund Window?
That buzz in the air—it’s not a problem with your hearing. It’s people talking about a new feature for TSPs called the “TSP Mutual
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.
