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 Video Channel

My Blog

TSP Report

TSP Report January

Facts: Unemployment increased 0.2%, up to 3.9%. 3rd Quarter GDP came in at 3.4%, according to the 3rd estimate. PMI, posted another month of expansion, with the index reading 54.1%. The S&P 500 (C Fund) got hammered and lost 9.03% (in just 1 month!) Assessment: Unemployment did increase, but this is the first increase in 4 months, and

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financial advice for federal employees
TSP

Webinar: COORDINATING YOUR TSP WITH YOUR OTHER INVESTMENTS

What should you do with your investments outside of your TSP? Should you invest them the same way as you do the TSP? Should one account be more aggressive or conservative than the other? Should you just consolidate them? How do you make these decisions? Join me in my upcoming webinar – COORDINATING YOUR TSP WITH

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government shutdown and what to do
Government Shutdown

Government Shutdown & Income Diversification

Well, the government has shutdown.  Many of us are now in non-pay status, which can impact our accrual of leave hours, our future Social Security benefits, and – if the shutdown lasts REALLY long – can affect our Federal Pensions. But the loss or reduction of future benefits is likely overshadowed by the immediate loss

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Plan YOUR Financial Future

I help Federal Employees Organize, Strategize and Maximize their Benefits and their Money

Choose from 3 Plans

TSP Planner

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  • My most popular plan. One on one consultation, TSP Reports, Webinars, Archives, Ebooks and more...

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One on One
I do your finances for one year
  • My bespoke financial planning service whereby I plan and carry out your finances for 1 year.

Plan your Financial Future

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TSP Planner

$ 15
a month
  • Free Month. No Credit Card Required
  • TSP Planning mail

Financial Planner

$ 45
a month
  • Dynamic Personal Financial Planning Software
  • Free Month when you Subscribe. Cancel Anytime
  • SZ Personal Consulation
  • TSP Planning Mail
  • Live Webinars
  • Dynamic E-Workbook with Extra
  • Access to Webinar Archive
  • Life Insurance Workbook
  • 26 Benefit Question Series(with Answers)
  • Top Ten TSP Mistakes
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  • Estate Planning & Accounting Services

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Start Planning your TSP!
Access my TSP Planning calculator & get my most recent TSP Planning Report with my recommended allocations, for FREE!

You have Successfully Subscribed!

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federal employee financial advisor TSP

A fiduciary advisor specializing in retirement planning and federal benefits

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