One-on-One Consultation and Financial Planning

  •             Initial 2 hour planning meeting
  •             Written recommendations
  •             Benefits analysis
  •             Social Security analysis
  •             One year of unlimited consultations, phone calls, meetings

Government Agency Onsite Program

Full Day Courses:

FERS Pre-Retirement

Focuses on Federal employees who are approximately within 5 years of retirement

CSRS Pre-Retirement

Focues on Civilian employees who are approximately within 5 years of retirement

FERS New Hire

Focuses on Federal employees at the beginning of their career

FERS Mid-Career

Focuses on Federal employees who are approximately 10-15 years Away from retirement

These programs can be conducted in 1, 2, or 3 day formats and are conducted separately for Firefighters, Law Enforcement, and/or Air Traffic Controllers (for FERS/CSRS). We also conduct classes specifically for Title 5 and Title 32 employees.

Private Sector and Government Employees

Short classes geared toward the private sector (general population) and government employees. Typically presented in the format of one hour “Lunch and Learns”.

Topics:

  • Purposes & Principals of Budgeting
  • Turbo Charging Your Retirement Plan
  • Emergency Fund – Protecting Yourself from Bad Debt
  • Estate Planning (Wills & Beneficiary Designations)
  • Life Insurance Benefits & Strategies
  • Maximizing Your Healthcare
  • Disability Income Benefits & Strategies
  • Using the Financial Pivot to Maximize Your Retirement Plan (Roth vs. Traditional)
  • Retirement Plan Overview
  • Social Security Benefits Program
  • Medicare (Parts A, B, C, and D)
  • Long Term Care – Our Largest Potential Expense
  • Income Distribution Techniques
  • The American Dream: “Building Your Financial Future”

Online Courses

Don’t have the time or ability to attend a full class? Need the information but on your time schedule? Online courses available here for immediate streaming!

Classes offered here: