Federal Employees

We are more than happy to run a Federal Benefits analysis for you to help you understand what to do with that TSP or how much is your pension going to be.   FEGLI and health insurance are a bit tricky as well.

Empowering Women and Money

Whether you are single, married, divorced, widowed etc., women make decisions about money. You can ask almost any married couple who handles the finances and you would probably get a strong 75% of them saying “she does”.

Retirement Planning

For many people, just the thought of planning for retirement causes some heartburn. With so many options, plans, funds, 401ks, IRAs, and other retirement tools in the mix, we can see why!

My other services

College Planning

College is much more expensive today than ever. There are options for you to save for college with life insurance plans that have additional benefits built in and will out-perform a traditional 529 plan.

Insurance Reviews

Life happens…people get married, children are born, loss of a job, buying a house, losing a loved one. These are all examples of how your life can change. It is important to take a look at your goals and to see if it needs any changes or maybe just a small tweak.

Income Strategies

As we live longer, your retirement can last 30 years or longer. This can be a good thing, but only if you take the time to plan accordingly.


Annuities, whether your goal is to save for retirement, or you have already reached that goal and you want to be sure that you will never outlive your savings, an Annuity may be just what you are looking for.

Life Insurance

Life Insurance is the cornerstone of your family’s financial security. It can provide those who are left behind with a lifetime of financial security. Life insurance can be used for several different reasons, to replace an income, pay off a mortgage, put your children through college.

Long Term Care

Asset-based LTC allows you to use qualified money such as a 401K or IRA to pay premiums on LTC. The days of premiums going up every year are over. You can buy as much or as little coverage that you need. If you were to get sick, do you want care in your own home or in a nursing home? You have choices.