I have a heart and passion for serving federal employees. My mother, who is also my best friend and now works for me, is a retired federal employee. I have successfully helped her navigate her federal employee benefits and financial plan to retire at the age of 57. Also, my mentor, whom I meet every month, is a retired deputy commander at the U.S. Defense Logistics Agency (DSCC), and many more of my family members are retired federal employees. In addition, our firm has many clients who are current or retired federal employees. Really, I was forced into becoming a federal employee specialist.
I once worked with a federal employee who had previously visited with another financial planner. The employee said that the financial planner did not specialize in federal benefits and did not even know what a Thrift Savings Plan (TSP) was!
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