We help federal employees reduce taxes, avoid costly missteps, and maximize long-term income through my Federal Retirement Optimization Strategy™ — a personalized model built to protect TSP savings, minimize tax exposure, and turn federal benefits into real retirement income.

Make sure you are avoiding known (and irreversible) retirement mistakes that can cost thousands in lifetime benefits. Set up your TSP and pension to generate more income when the time comes — without overpaying in taxes — and eliminate hidden financial gaps most federal employees miss when relying only on HR or online calculators

We have been doing this exclusively in the federal space for over 30 years — and nearly every time, we uncover ways to either save money or increase income. A quick 30-minute review conversation might be all it takes to protect what you’ve earned, increase what you take home, and walk away with a smarter financial plan — worst case, you gain clarity; best case, we uncover real savings together.