Broker Check

Products & Services

For Federal Government Employees 

  • Retirement Navigator
  • PensionMax Strategies
  • TSP Guidance and Commentary
  • FEGLI Review
  • Retirement Annuity Estimates
  • Social Security Strategy Session
  • Budgeting Session
  • College Savings Strategies

For Telecom and Defense Employees

  • Retirement Navigator
  • PensionMax Strategies
  • 401k Guidance and Commentary
  • Life Insurance Evaluation
  • Pension Calculation Guidance/Estimates
  • Social Security Strategy Session
  • Budgeting Session
  • College Savings Strategies

For Members of GO Federal Credit Union

  • Retirement Navigator
  • 401k Review
  • Insurance Review
  • Budgeting Session
  • Social Security Strategy Session
  • College Savings Strategies

Investments

  • Institutional Money Management
  • Mutual Funds
  • Rollover IRA
  • Traditional IRA
  • Roth IRA
  • Brokerage Accounts
  • Alternative Investments
  • Fixed Annuity
  • Variable Annuity
  • Equity Index Annuity
  • Government Securities
  • Certificates of Deposit
  • College Savings 529 Plans

Financial Planning

  • Retirement Distribution Planning
  • Tax-aware Investment Planning
  • Education Planning
  • Estate Planning
  • 401(k) Plans
  • 403(b) Plans
  • Executive Compensation Plans
  • Defined Benefit Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance