240 East Tudor Road
We are a firm that supports military veterans because we ARE veterans. We understand your needs, questions, and concerns. Let one veteran help another, and more importantly, THANK YOU for Your Service!
We are unique! We will on average live to age 811 . The average age of widowhood is age 55.2 Nearly two-thirds of women, ages 40 to 79, have dealt with a major financial life crisis such as job loss, death of a spouse, divorce or serious illness.3 Fewer than 2 in 10 women feel very prepared to make financial decisions. Half say they need some help and 1/3 feel they need a lot of help4
If this describes you or a woman you know, it’s never too late to take the first step towards financial literacy and creating a life you love, AND you don’t have to take the journey alone. Let me walk with you and help. My distinctive qualifications can become a resource for you.
Have two separate retirement plans. Civil Service Retirement System (CSRS) and the Federal Employee Retirement System (FERS). We can help you maneuver through either system from calculating retirement against your personal retirement goals to reviewing your Thrift Savings Plan (TSP). We are versed in your system and here to help.
You have unique and different benefits depending on when you were hired. Tiers 1 through 3 have a Defined Benefit Plan, and each of these three tiers are different. Tier 4 employees have a Defined Contribution Plan. Your unique and valued service needs a unique and focused plan. We can help.
If you are a part of the Anchorage School District, then you may be part of the PERS system or the Teacher’s Retirement System (TRS). TRS, like PERS, has tiers. Tiers one and two are in a Defined Benefit Plan while Tier three is a Defined Contribution Retirement Plan. Understanding how your tier works while working or getting ready to retire can be daunting. Let us assist you in better understanding your options and how you can move forward to make a plan that’s uniquely yours.
1 Social Security Administration2 US Census Bureau3 AARP, Understanding Women’s Financial Needs and Behavior 2007 Survey4 Financial Experience & Behavior Among Women 2010-2011 Prudential Research Study
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