Let’s Take Flight Together

Are you ready to get WISE about your finances?

Schedule a complimentary Financial Overview meeting using the contact form.

This meeting is designed to review all facets of your financial situation, including, but not limited to the following:

  • Should you be using Roth or Traditional?

  • Is your TSP/401k allocated correctly?

  • When can you afford to retire?

  • Should you take Medicare Part B? If so, how does it work with FEHB?

  • When should you begin collecting Social Security?

  • Are you using the right FEGLI options?

  • Do you have a tax savings strategy?

  • Do you have the proper estate documents?

  • Are your beneficiaries titled correctly?

  • and more!