We have an experienced and qualified team of financial professionals who can guide you through your complex government benefits program to help you develop solutions and strategies that work for you. Our goal is to help you understand what is offered and how to utilize your benefits
to take advantage of the unique opportunities available for Federal Employees, both in your working years and into retirement.
We can help Federal Employees and their spouses understand the following benefits:
Whether new to federal service or close to retirement, it is crucial to understand the benefits that are
available and how they may change as you enter your retirement years.
Do any of these common questions sound familiar? If so, we can help.
Didn't see your question here? We've probably heard it before. Give us a call at 626-915-7006.
We are pleased to periodically host ProFeds and the Federal Retirement Impact Workshops. These all-day workshops are for Federal Employees and their spouses under both the CSRS and FERS retirement systems. Workshops are focused on breaking down the complex benefits program into easy-to-understand language, educating employees so that they may make retirement decisions based on sound information. Please see our Seminars & Speaking Engagements page for our current schedule and information on how to register.
*The firm is not affiliated with the federal government.
We are available to provide educational workshops on Federal benefits topics. Hire us to come to your agency and provide in-depth Federal Employee benefits knowledge to your employees while also giving valuable financial planning insights.