Schedule a Meeting – Federal Employee Advocacy Group

We’re here to help you feel confident in your financial future.

Financial Security Throughout Your Retirement

During your complimentary one-on-one meeting, we will discuss your FERS/CSRS benefits, plus the Thrift Savings Plan (TSP), Federal Employee Group Life Insurance (FEGLI) and other related benefits. Our goal is to help you achieve a level of financial security that lasts a lifetime by discussing ways to:

Increase your monthly income no matter how long you live
Maximize your savings
Reduce your FEGLI premiums
Minimize risk
Manage any savings other than your TSP account

Complete the form below to request a complimentary one-on-one meeting. Once it is processed, we will contact you by phone or email to discuss the next step.

The Federal Employee Advocacy Group Process

Grow

Prepare for retirement by putting your hard-earned assets to work.

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

Give

Provide for the people and causes you care about the most.

We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning | Wealth Management | Investments

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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