Services
FINANCIAL WORKSHOPS
The corporation hosts a series of financial workshops available individually or by seminar format to increase financial literacy throughout the community. workshops are hosted for non-profit organizations, public, private and charter schools as well as churches. Consultations are provided upon request by appointment only and are customized to the needs of the environment.
EMPLOYER BENEFIT PLANS
Complimentary employer benefit prospectuses as well as employee financial workshops are available to companies upon request by appointment only. Packages are available to institutions of all sizes and are created to assist with maintaining employee retention as well as meeting the Employee Retirement Income Security Act (ERISA) requirements.
COLLEGE PLANNING
We are thoroughly committed to helping families both financially and academically to reach their full potential. Our elite college planning program assists students in exploring their interests prior to college enrollment, scholarship attainment and FAFSA preparation are also provided as part of the program. The average student saves roughly $30,000 as a result of enrolling in the program.
FINANCIAL NEEDS ANALYSIS
The firm assists individual clients in creating comprehensive complimentary portfolios that are customized to assist clients with budgeting, debt elimination, and wealth accumulation. The aim is to assist every individual to organize their finances enabling them to build a strategy to reach their dreams. Although the financial needs analysis is valued at $1,500 the analysis is provided free of charge as a service to the community.
FEDERAL EMPLOYEE PENSION BOOKLETS
FERS/CERS customized retirement plans are available upon request for federal facilities, specific departments as well as individuals by appointment only. The Federal Employee Association/Government Employee Association partners with the Corporation and provides membership benefits in conjunction with financial education. Appointments include information covering FEGLI, TSP Funds, Social Security and Military buyback.
STATE EMPLOYEE PROSPECTUS
State employee department financial wellness workshops or individual appointments are available upon request by appointment only. Refer to the contact us tab to facilitate the request. Deferred comp analysis and retirement planning consultations are instrumental to ensuring an informed transition to a comfortable retirement.