What to Expect:
We do our best work with Federal Employees explaining, analyzing and coordinating their specific benefits to develop and maintain an individual retirement plan. By utilizing our subject matter expertise in federal employee benefits programs, we can truly integrate our investment knowledge with your specific needs. Our focus is to help protect your hard-earned money while seeking to provide a wide array of investment opportunities. Below outlines the process you can expect when meeting with us.
Step 1: Getting to Know you
- Discuss financial priorities
- Discuss your federal career history and future path
- Short Term and Long Term Goals
- What’s important to you and your family
- Risk Analysis
Step 2: Present Analysis, Discuss Solutions
- Deliver and Review your analysis and findings
- Discuss specific financial products and solutions that fit your needs
- Schedule follow-up meetings and conference calls
Step 3: Implementation
- Present any updates or alternative options
- Finalize plan
- Prioritize implementation schedule
- Engagement Paperwork
Step 4: Ongoing Review and Updates
- 45 day Follow Up meeting: Explanation of online access and necessary delivery
- Ongoing we will meet Quarterly, Bi-Annually, or Annually to discuss your investments and financial plan to ensure we are on the right track.
- Make adjustments as necessary
Whether you need a financial plan, retirement plan, insurance needs analysis or just want a second opinion, We Can Help!
Request your free federal benefits & Retirement analysis
