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We Are Passionate About Helping Federal Employees

Make Better Retirement Benefit Decisions

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Our Federal Retirement Services

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FERS & CSRS Retirement Planning

Our financial advisors get to know you on a personal level and are committed to providing a high-quality client experience.

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TSP
Rollovers

The TSP is far more than an acronym, it’s an opportunity to improve and protect your financial future.

More About TSP

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FEGLI
Replacement

We take federal employees covered by the FEGLI and help convert them to low-cost term premium life insurance.

Read More on FEGLI

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Seminars for Federal Employees

We offer monthly seminars for Federal Departments, Agencies, and Bureaus throughout the United States.

Schedule a Seminar

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Better Retirement PLANNING
for Federal Employees

We offer monthly seminars specifically for federal employees at our office in Scottsdale as well as onsite workplace seminars for Federal Departments, Agencies and Bureaus throughout the United States.

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"Wish I’d attended this kind of seminar years ago."

– Shannon K

"Excellent presentation.  I feel that I am now prepared for retirement."

– Daisy M

"I have learned more about my retirement options than I have ever known before. Presenter was excellent."

– E. Mendoza

"I really enjoyed this seminar.  This should be done when a person starts working."

– Bertha L

"Great information on TSP withdrawals and Social Security.  Thanks so much!"

– Sean J

"Thank you.  I will let co-workers know about future workshops."

– Tom D

"Excellent job. I would like to meet with you with my wife."

– David M

"Appreciate the honesty and informational projections for 'quality of life'."

– Mary H

"Very interesting.  I’m glad I attended."

– Yolanda E

"Very informative, answered all my questions."

– Carol C
"Really enjoyed Neal's presentation. I liked the way he made each of us feel comfortable about our money."
- Arlene T. 

The Retirement Benefit Information You Want
Delivered

We cover all the acronyms you can handle: FERS, CSRS, TSP, ATC, LEO, FF, FEGLI, FEHB & More!

"Great presentation.  I’ve been to 3 and learn more each time."

– Alicia M

"Excellent all the way around!  Perfect time frame and perfect delivery."

– Art F

"Neal was wonderful and very informative."

– Kim M

"Neal is a phenomenal instructor. He is very knowledgeable and helpful."

 – David P
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FEGLI The Who & How

We can save you thousands by converting your FEGLI to private insurance.

In 1954 the Federal Government established the Federal Employee Group Life Insurance (FEGLI) Program. It is the largest group life insurance program in the world. As Federal Employees that are enrolled in the Federal Employee Group Life Insurance.

Learn More About FEGLI

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Creating Peace Of Mind By

Simplifying Your Federal Retirement