A La Carte Financial Services for Federal Employees

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Portfolio Analysis- Second opinion on your current investments, risk profile, and allocation recommendations.

Insurance Needs Analysis- Life, Long Term Care, and Disability Insurance.

Income and Expense Plan- A financial snapshot of your income now and in retirement. Includes: balance sheet, cash flow charts, net worth summary, asset allocation charts, expense planning, and more.

Estate Distribution Plan- Estate calculations, flow charts, estate plan techniques, estate liquidity, multi-generational transfers, and more.

Life Insurance Evaluation- A detailed analysis of your existing life insurance policy and an overview of the pros and cons of keeping it.

Roth Conversion Analysis- Compare the cost and benefits of converting your traditional IRA to a Roth IRA.

Debt Reduction Analysis- Compare the cost and benefits of consolidating your debt or using your current assets to pay it off. 

Education Plan- Strategies and advice aimed at helping you prepare for and reduce education expenses. 

Social Security Income Plan- Married couples have 567 different options to choose from when it comes to Social Security planning. We run all of them and help you decide on the best course of action. 

Retirement Income Plan & Stress Test- Run your retirement plan through various scenarios including a bear market, different growth rates, high taxes, rising inflation, long-term care, disability, premature death, and more.

Comprehensive Plan- All of the reports above (and more)!

Understand Your Options

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Securities offered through Securities Service Network, LLC., Member FINRA/SIPC. Fee-based advisory services offered through SSN Advisory, Inc., a registered investment advisor.

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Stop paying for services you don't need.

For a flat rate, we’ll work with you to create a comprehensive financial plan, customized to your unique needs.

Questions? Call us! We want to talk to you: 301-990-8625

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