Your Federal Benefit Planner
Hi, my name is Carrie and I would like to be your Federal Benefit Planner.
Join me in planning for your future.
Navigating your federal employee retirement benefits can be challenging due to the complex system of rules and requirements. My goal is to help you simplify the process and provide clear information. Together, we'll work to ensure you understand your options, make informed decisions, and secure the benefits that best support your future.
FERS RETIREMENT PLANNING
Optimize your FERS, TSP, FEHB, FEGLI, spousal, Social Security, and other benefits to ensure you enjoy the lifestyle you’ve earned and achieve financial security in retirement.
FINANCIAL PLANNING
I'll help you create a blueprint for the life you want to live, and together we'll define your goals and align your wealth to achieve them.
RETIREMENT PLANNING
Many people worry about outliving their money. I'll help you create a plan to support you throughout your lifetime and guide you on how to invest in a way that sustains that plan.
Federal Retirement Planning
Take charge of your retirement.
It’s never too early to start planning for your future. I offer financial planning for federal employees. Share your goals and your family’s needs, and I’ll create a plan to help you achieve them.
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Get a Free Customized Retirement Report
Our exclusive “14 page report” will illustrate your federal benefits, including your pension, FEGLI, Social Security and TSP options for any age and time you select.