À la carte Financial Planning Services

Create a financial services package that meets your unique needs

Only Pay for the Services You Want

You wouldn't buy a new car just because it needs an oil change, so why pay for full-service financial planning if you just need a few parts? Our à la carte options allow you to customize your financial services package so you don't pay for anything more than what you need.

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À la Carte Services

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Customized to Your Needs

With our personal services, you don't have to worry about getting lost in the crowd or wasting your time at a seminar covering retirement factors that don't even apply to you. Every part of your financial plan is created just for you, according to your specific needs and goals.

One-on-One Consultations

Ask all the questions you want in your one-on-one consultation. Your federal benefits specialist will take all the time you need to go over your options and identify the right steps to take toward meeting your goals.

Avoid Costly Mistakes

With all the complications involved in the federal benefits system, it's no wonder that many Federal Employees are unpleasantly surprised when their first retirement check arrives. Getting advice from a federal benefits specialist can help you avoid costly mistakes when planning for retirement.

Meet Our Advisors

JOHN STOHLMAN

CFP®, ChFEBC℠

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Since 1983, John has been assisting his clients as a financial consultant specializing in retirement and estate planning. John is also a frequent keynote speaker on tax reduction strategies and estate planning throughout the Metropolitan area for senior centers, investment clubs, churches and civic organizations and societies. John also was a contributing writer to “Senior Money Matters” a nationally syndicated column on financial planning.

Mr. Stohlman earned a Master’s degree in Finance from Johns Hopkins University and was a Summa Cum Laude graduate of Towson University, with a Bachelor’s degree in Finance and Economics.

John, a native of Montgomery County, is married to Laura, who is also an Owner and Partner of Medallion Financial Strategies. They have been married since 1983 and have two children. John volunteers with a variety of civic charities. He has also earned his first degree black belt in Tae Kwon Do. His hobbies include golf, raquetball and ballroom dancing.

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LAURA STOHLMAN

CFP®, ChFEBC℠

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Mrs. Stohlman started her financial planning career as a Securities Representative and Research Analyst in the Brokerage Industry. In 1986, Laura became an Independent Agent/Advisor working strictly for her clients. She joined Medallion in 1987. Laura gained her experience through her life’s work and continues to speak on issues such as retirement, investment, long-term care, and estate planning throughout the Metropolitan area for senior centers, investment clubs, churches and civic organizations and societies.

Laura is married to John F. Stohlman Jr., whom she considers her best friend, since 1983. They have two children. Laura and John along with Laura’s brother, Dan, and his wife Eydie, make-up the four partners at Medallion Financial Strategies.

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DAN SEARLES

CFP®, CSA®, RFC®,

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Dan gained his financial planning experience through his education and work as a financial planner and investment professional. He is a frequent keynote speaker on retirement planning, tax reduction strategies and estate planning throughout the Metropolitan area. Dan has authored many financial articles in local and national publications. His financial views have been published in The Washington Post and heard on local radio programs. He is a former nationally syndicated columnist for Senior Money Matters.

Dan earned a Bachelor of Science degree with a concentration in Public Administration (government economics) from Towson University, where he obtained Academic Dean’s List Honors every semester. He earned his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in Denver, CO. The CFP® designation covers coursework in estate, investment, retirement, tax and insurance planning. Dan has also successfully completed extensive training programs in estate, disability and life insurance planning from the Life Underwriter’s Training Council Fellowship.

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RYAN DUNN

ChFEBC℠

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Ryan Dunn ChFEBC℠, a partner with Federal Navigators, is a registered representative specializing in Federal Employee benefits. He earned his Charted Federal Employee Consultant designation by completing multiple training courses and passing rigorous examination covering the Federal Employee benefit system.

After helping hundreds of Federal Employees gain a better understanding of how to bridge the gap between employee benefits and retirement, Ryan co-founded Federal Navigators alongside the current partners of Medallion Financial Group; Dan Searles, John Stohlman, and Laura Stohlman.

In addition to working one-on-one with Federal Employees, Ryan speaks about employee benefits at local seminars, hosts a weekly podcast, trains other financial professionals on the Federal Employee benefit system, and publishes articles and videos aimed at making the benefit system easier to understand. His articles on retirement planning have been featured in Northwest Prime Time.

When Ryan is not strategizing and advocating for Federal Employees, he leads a weekly middle school Bible study, enjoys golfing, snowboarding and playing the guitar. He currently resides in Gaithersburg, MD with his wife Corey and their two children, Jude and Avonlea. He can be contacted at Ryan@medalliongroup.com

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Securities offered through Securities Service Network, Inc., Member FINRA/SIPC . Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investment products and services available only to residents of AK, AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, ME, MD, MA, MI, MO, MT, NM, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TX, VA, WV, WI. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor. These services are available only to residents of DC, DE, MD, MT, NH, NY, NC, PA, SC,VA.

The partners of Federal Navigators, Ryan, John, Laura and Dan are affiliated with SSN, and SSN Advisory, Inc. Other consultants working with Federal Navigators are in no way affiliated with, endorsed or sponsored by SSN, SSN Advisory Inc., Medallion Financial Group, Ladenburg Thalmann Financial Services Inc., the Federal Government or any U.S. Government agency.