Services

FERS: FEDERAL RETIREMENT ANNUITY CALCULATIONS

  • Calculate your benefits and project the best time for you to retire

THRIFT SAVINGS PLAN (TSP) CONSULTATION

  • Analyze your fund investment mix, risk, strategies, distributions, and retirement goals
  • Create your personal growth spreadsheet

INVESTMENT PORTFOLIO ANALYSIS

  • Assist with your 401k and IRA retirement accounts, mutual fund, ETF, bond, stock selections, children’s college fund 529 accounts, and account transfers or roll overs

SOCIAL SECURITY CALCULATIONS

  • Assist with making decisions regarding Social Security benefits

MEDICARE

  • Assist with making decisions regarding Medicare and Medigap Plans

INVESTMENT WEBSITE NAVIGATION

  • Assist navigating and educating you about your brokerage website

PUBLIC SPEAKING

  • Covers topics on the Thrift Savings Plans, financial literacy, and financial scams for audiences of 10 to 200

I DO NOT SELL ANY PRODUCTS NOR DO I RECEIVE COMMISSIONS.

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