Federal Retirement Services

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We Are Passionate About Helping Federal Employees Create Smarter Retirement Plans.

There is certainly no shortage of financial professionals that specialize in serving business owners, executives and high net worth families, however as a federal employee chances are you have come to the painful realization that it is very challenging to find a financial advisor that understands the complexities of your FERS or CSRS benefits.

We help you avoid potentially devastating mistakes or elections that could cost you thousands of dollars over the course of your retirement.

Additionally we frequently  host Federal Retirement Workshops at our Scottsdale office as a service to the Federal Employee community.