Financial Guidance
for Federal Employees

See how I can help you organize, strategize and maximize your benefits & your money

Financial Guidance for Federal Employees

See how I can help you organize, strategize and maximize your benefits & your money

some of the Federal Agencies I've worked with:

Some of the Federal Agencies I've worked with:

My Blog

webinar on financial advice federal
Estate Planning

Webinar: Do you need a Trust?

A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too? Join me in my next webinar to find out.  Even if you can’t make it, register anyway I will send you a link to the replay webinar.  Thursday June 13th 11am ET See you there Please share

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4 investment steps I wish I had known when I was younger
Financial Advice

4 Financial Steps I wish I had taken sooner

Hey everybody Stephen Zelcer here.  “I was thinking to myself, what are the financial steps that I wish I’d started sooner. Steps that, had I taken them years ago, they really would have helped me solidify my financial grounding right now. And I thought about it and I came up with the following 4 Steps

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