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You Have Questions. We’ve Got Answers.

How Do I Know Which Investment Strategy Makes the Most Sense for Me?

Your financial advisor can help you create a long-term investment plan that fits both your objectives and your budget requirements. They can strategize how much you’ll likely need to invest per month to reach your goal.

How Will My Financial Plan Change Over the Course of My Life?

Your financial advisor will review your financial situation with you regularly to ensure that your portfolio reflects and changes with your financial needs.

Why Should I Hire a Financial Advisor?

Think about this as having a coach. For example - consider the strategy of any golfer who is serious about winning tournaments. She hires the best coach she can find to help increase her performance to reach her goals. The same is true for reaching financial goals. Given the complexity of today’s financial markets, it’s vital that you tap the expertise of a financial professional.

Can I Do My Own Financial Planning?

Financial advisors have direct access to information and resources. Your financial professional connects with industry analysts, and is better able to give you quick, up-to-date information and industry impressions that you will not be able to garner on your own. 

What Documents Do I Need To Provide to a Financial Planner?

There will be several documents needed, but to list a few:

  • Current statements- personal, investments, 401k, TSP, and annuities
  • Two years of tax returns 
  • CSRS and FERS - Leave and Earnings Statement
  • ATC Retirement Benefits Estimate- CSRS/FERS Annuity
  • FRS DROP statements
  • Social security statements
  • Real Estate holdings- mortgage balance, interest rate, and current market value
  • Estate planning documents - Wills, Trusts, Power of Attorney, Living Will & Healthcare Surrogate
  • Financial statements from personal business