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What We Do

By serving families, individuals, entrepreneurs and Federal employees, we help design our clients’ lives. The option of value-based and custom-tailored life and financial planning services we provide clients include: 

  • Comprehensive Investment Planning
  • Retirement Planning
  • Estate Planning
  • Pension Plans - IRA Rollover Planning
  • Pension Maximization
  • Cash Management
  • Asset Allocation
  • Insurance Planning
  • Education Planning
  • Life Planning
  • Investment Management
  • Long Term Care Planning
  • Tax Diversification Planning
  • Federal employee benefits for CSRS and FERS

In addition to these services, we also provide many financial education workshops throughout the area to help event attendees learn more about financial planning. We stand by the practice of continuing education, rather than simply creating a portfolio for clients. As a firm, we are perceived as financial planners, life planners and educators.