How I add Value

webinar on financial advice federal

Personal
Consults

Meet with me one on one. We will set financial objectives in line with your goals, eliminate inefficiencies and map out your financial future.

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Monthly
Webinars

Regular Webinars were I analyze various financial subjects and identify action steps for federal employees. 

expert for federal employees to retire

TSP
Reports

Monthly TSP reports with up to date analysis of the major movements in the market, and my recommended allocations for your TSP.

financial software for federal employees

Organised
Accounts

Connect all your accounts for a consolidated view of your entire financial picture. Including your savings, investments, debt & cashflow.

Financial
eWorkbooks

Financial planning exercises that help you define your retirement and insurance needs.

Mobile
Access

With mobile access to your client portal you will be able to look at your complete financial picture in the palm of your hand. 

Don't take my Word for it

Here’s what subscribers have seen and said

Walter C

Stephen's financial planning advice is top notch. He is able to convey important concepts in an understandable way with real world examples. He also provides diverse advice that covers many financial planning topics from taxes to investments to retirement planning and does so in an excellent manner.

Noelle M

Stephen, this helps immensely! This is exactly what I like best about your advice -- You always get right down to it and give me the applicable equation in both numbers and words, then use it in a real life example. Thanks much,

This is a very serious service which usually translates into thousands of dollars of financial benefits every year, year after year, compounding.

Chuck M. was given 2 immediate action steps that translated into at least $25k a year portfolio growth, year after year for the rest of his life.

Sina Y. was given 3 immediate action steps that translate into a $350k increase in portfolio value by the time she retires (she’s expecting to retire in 10 years).

Anil K. was given 1 immediate action step with his rental property that saved him $8k on closing costs and spared him $8k each year in property expenses.

Nancy G. received 1 action step that saved her $3k a year on her insurances. $3k savings per year over a life expectancy of 30 years = $90k

Michael U. was given 1 immediate action step that translated into $3k of additional monthly Social Security benefits over a 5 year period. That’s $36k a year x 5 years = $180k!

Judy E. was given 5 immediate action steps that translated into $10k of savings over a two year period of time.

Over 90% of my members experience at least $3k of financial benefit within the first year. This is an amazing return on investment!

Plan for your Financial Future

Choose the Plan that suits you best

TSP Planner

$ 15
a month
  • Monthly TSP Allocation Emails
  • First Report Free. No Credit Card Required

Financial Planner

$ 45
a month
  • Personal Consulation with Stephen
  • Dynamic Personal Financial Planning Software
  • Monthly TSP Allocation Emails
  • Retirement Readiness eWorkbook
  • Life Insurance eWorkbook
  • Live Monthly Webinars
  • Access to Webinar Archive
  • "26 Benefits Questions your HR won't be able to Answer for You" Email Series
  • "Top TSP Mistakes" Email Series
Popular

One on One

Customised
  • Comprehensive Financial Planning
  • Estate Planning & Accounting Services
federal employee financial advisor TSP

A fiduciary advisor specializing in retirement planning and federal benefits

Contact Me

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