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Services

Industry Specializations

  • Federal Employees: FERS, CSRS, CSRS Offset, & FERS RAE
  • Virginia Retirement System: Plan 1, Plan 2, & Hybrid
  • Huntington Ingalls Industries
  • Military

Fee-Based Investments

  • Strategic
  • Tactical
  • Tax-sensitive
  • Separately Managed Accounts 

Financial Strategies

  • Roth IRA
  • Traditional IRA
  • SEP & Simple IRA
  • 529 College Savings Plan
  • Small Business Strategies
  • 401(k) Planning
  • Defined Benefit Pension Planning 

Income

  • Variable Annuities
  • Fixed Index Annuities 

Estate Planning

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Second-to-die Universal Life Insurance
  • Fixed Universal Life Insurance
  • Long-term Care Insurance
  • Survivor Benefit Planning

Additional Services & Areas of Expertise

  • Thrift Savings Plan (TSP)
  • Social Security Optimization Strategies
  • Voluntary Contribution Plan (VCP) for CSRS & CSRS   Offset
  • Federal Employees’ Group Life Insurance (FEGLI)
  • Federal Long Term Care Insurance Program (FLTCIP) 

Click here to view our Services & Value sheet.