Services
What I help with
Every service starts the same way: a free review, where I explain where you stand and what your options are. You are never billed for a review or any service.
Services
Federal Benefits Review
A free analysis of FERS, TSP, and FEHB so you know exactly where you stand.
Discuss this in your free review: Federal Benefits ReviewPostal Employee Retirement Planning
Guidance built around the realities of USPS careers.
Discuss this in your free review: Postal Employee Retirement PlanningAnnuities
Fixed and fixed indexed annuities designed to protect savings from market losses and create income for life. No variable annuities.*
Discuss this in your free review: AnnuitiesRetirement Income Planning
A plan that turns your TSP, old 401(k)s, and savings into reliable monthly income.
Discuss this in your free review: Retirement Income PlanningTax Reduction Strategies
Ways to discuss keeping more of what you earned in retirement.
Discuss this in your free review: Tax Reduction StrategiesLife Insurance
Term, whole life, IUL, and final expense to protect the people you love.
Discuss this in your free review: Life InsuranceLong Term Care
Planning so your care never becomes a burden on your family.
Discuss this in your free review: Long Term CareMedicare Guidance
Help making sense of Medicare alongside your FEHB or PSHB coverage.
Discuss this in your free review: Medicare Guidance
Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.
What I do not sell, and why
No variable annuities.
Variable annuities rise and fall with the market. I put stability first.
One hour. Your whole retirement picture. Free.
Free. No cost, no pressure, never billed.