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In The News

Office News

Celebrating 20 Years

This September marked 20 years since our company officially launched. Time sure has flown! Since 2001, we have grown exponentially and helped countless clients through their retirement planning needs. As we focus on our future, our only desire is to continue to serve and positively impact the lives we touch for another 20 years!

COMING SOON:

Michael Byers and Mark Groom will be hosting a monthly Podcast talk show titled “Money Talks,” accessible through Google and iTunes. This will be an excellent resource regarding money management, retirement planning, and learning about investment strategies. Money Talks will provide current insight, best practices, and advice from two licensed professionals on how to effectively plan for retirement while avoiding the volatility of the market. Be on the lookout for our Podcast debut, coming soon!


Federal Retirement Benefits Webinar Registration

If you or someone you know is not familiar or aware of all the benefits federal employees are entitled to, register for one of our upcoming online training sessions. With the convenience of being online, we are able to educate people all over the world during these 2 hour sessions. Don’t wait, you wouldn’t want to potentially miss out on benefits that could help you be prepared beyond your career! Register today for a date and time that works best for you!

October 21st – 3PM or 6PM (CDT)

October 28th – 3PM or 6PM (CDT)

Click Here to register for October Webinars


December 7th – 3PM or 6PM (CDT)

December 9th – 3PM or 6PM (CDT)

Click Here to register for December Webinars


What’s happening in Dallas/Fort Worth

We’re still here! However, our office hours are by appointment only. We do offer over the phone, and video conference meetings and consultations upon request for those protecting their health or avoiding the traffic!

Our Federal Workshops are back in full swing. Our next upcoming seminars in the area are scheduled for:

TBA

What’s Happening in Albuquerque

We’re still here! However, our office hours are by appointment only. We do offer over the phone, and video conference meetings and consultations upon request for those protecting their health or avoiding the traffic!

Our Federal Workshops are back in full swing. Our next upcoming seminars in the area are scheduled for:

TBA