Why We Focus Exclusively on Feds
After years of working with federal employees, we noticed something frustrating: most financial advisors treat FERS like any other retirement plan. They'll invest your money, but when you ask about survivor benefit calculations, the Special Retirement Supplement, or FEHB-Medicare coordination—you get blank stares.
That's why we earned our Chartered Federal Employee Benefits Consultant (ChFEBC℠) designation. It's continuous specialized training on the exact rules that govern your retirement. To maintain the ChFEBC we must take a test and pass so that we are always up-to-date on your retirement. Combined with our CFP® credentials, we bring both broad financial planning expertise and deep federal benefits knowledge.
The result? We've helped thousands of federal employees confidently navigate their retirement—from calculating exact pension amounts to optimizing TSP withdrawals to avoiding costly Medicare enrollment mistakes.