Secure Your Future with Expert Guidance
Get personalized advice on Annuities and Federal Employee Benefits to protect what matters most. We specialize in helping federal employees and retirees build a secure financial future.
Book Your Appointment!
Comprehensive Financial Security Services
Our expertise covers essential areas of financial planning and federal benefits to ensure you and your loved ones are protected.
Estate Preservation
Ensure your assets are passed to your heirs efficiently, minimizing taxes and legal complexities.
Income Replacement
Create a financial safety net to cover living expenses, mortgages, and future needs for your family.
Annuities
A financial product that provides guaranteed income, typically used for retirement planning and long-term financial security.
Federal Employee Benefits Expertise
Navigate your federal benefits with confidence. We provide specialized guidance to help you maximize your retirement security and make informed decisions about your future.
FERS
Federal Employees Retirement System
The cornerstone of federal retirement planning, FERS provides a comprehensive three-part retirement package combining pension benefits, Social Security, and the Thrift Savings Plan.
- Three-tier retirement system
- Immediate retirement options
- Survivor benefits included
CERS
County Employees Retirement System
Comprehensive retirement benefits for county and local government employees, offering multiple retirement pathways and survivor protection for you and your family.
- Multiple retirement options
- Rule of 87 benefits
- Disability protection
FEGLI
Federal Employees' Group Life Insurance
Comprehensive life insurance coverage for federal employees and their families, with important decisions that must be made before retirement to ensure continued protection.
- Multiple coverage options
- Family coverage available
- Retirement continuation
TSP
Thrift Savings Plan
The federal government's retirement savings plan, offering low-cost investment options with generous government matching contributions to help build your retirement nest egg.
- Government matching up to 5%
- Low-cost investment options
- Flexible withdrawal options
Ready to Optimize Your Federal Benefits?
Federal employee benefits are complex and interconnected. Let us help you understand how these programs work together to create a comprehensive retirement strategy tailored to your unique situation.
Upcoming Educational Webinars
Join our free educational sessions to learn more about federal benefits and retirement planning strategies.
Loading Webinars
Please wait while we fetch the latest educational sessions...
Want Personalized Guidance?
While our webinars provide valuable general information, your situation is unique. Schedule a one-on-one consultation for personalized advice tailored to your specific needs and goals.
A Tradition of Trust
Hear from clients who have secured their peace of mind with our help.
"Allen handled our planning with the utmost professionalism and care. We finally have peace of mind about our estate."
– Robert & Susan L., Tamarac"An honest, experienced agent who takes the time to explain everything. No pressure, just sound advice."
– Frank G., Coral Springs"I was concerned about the process, but Allen made it straightforward and dignified. I feel secure in my family's future."
– Eleanor M., SunriseRequest Your Confidential Consultation
It takes 60 seconds to take the first step. Fill out the form, and I will personally contact you to schedule a time to talk. Your information is always kept private and handled with the utmost discretion.