Why Choose Federal Retirement Investment Advisers

  • Focus on Federal Employees and Retirees
    • Our focus is on civil servants under either FERS or CSRS.  We utilize software tailored to those participating in government retirement programs to assist in financial planning for our clients.  I have personal first-hand experience with the complexities of the federal retirement system.

  • A passion for financial advice
    • I don’t consider my service to you a job. It is a passion of mine.  I enjoy putting together financial plans and then executing them with my clients.  I receive great joy in seeing my clients’ goals come to fruition.

  • Personalized service
    • As a client of the firm, you will be personally dealing with me. You will not be dealing with a different advisor, agent or representative when you call. I take the responsibility of looking over your finances very seriously. I will oversee your investments as I would for a family member.

  • Low minimum for investment management  
    • I can work with you for as little as $10,000.  Other firms require at least $250,000 to actively manage your portfolio.

    • As an Investment Advisor Representative, I am required to act in your best interests at all times.  I am also required to identify and disclose any conflicts of interest and compensation with you. I operate with full transparency.

  • We don’t “sell” you anything
    • I don’t sell insurance, annuities or any other financial product. I don’t receive any compensation from any outside entities. I manage your investments and personally put together financial plans for you. That is all. If you require insurance or annuity products I can provide you unbiased advice to determine the best product for your needs.

  • Independent advice
    • As an independent investment adviser, I am not beholden to a parent company deciding which equities or investment products to recommend.  I am free to choose the best investments for my clients.

  • Uncompromised integrity
    • I do not need a code of ethics to remind me to distinguish between right and wrong.  My promise to you is I will put the client first. I will not compromise my integrity by providing recommendations unfit for my clients because of outside compensation by third parties.

  • Transparency in fees
    • I charge a simple fee for either preparing a financial plan for you, or a fee as a percentage of the assets I manage.  That’s it.
  • Constant monitoring of your investments

    • I have a passion for what I do.  You investments won’t be reviewed every six months to determine if their performance is adequate.  I will frequently assess performance and make changes as they are feasible. Please note that performance of an investment is never guaranteed.