Military & Government Employee Planning
We utilize The Fruitful Retirement™ process to understand what is important to you, and build a flexible retirement plan. Your plan strives to ensure you can transition from a paycheck to a play check with sustainable income stream during your life.
Military and Federal employees
We understand the unique benefits of those in the military as well as in the federal system, especially when transitioning into retirement. Whether you have questions regarding your TSP, SGLI, FEGLI, SBP, or pension benefits, we speak your language.
Health/Long term care
We assess ways to preserve your assets through the creation of a strategy to maintain your independence and provide the best care possible, for as long as possible.