How are you using my information?

We connect Federal Employees with Financial Advisors specifically trained on various Federal Programs.

We only use the information you provide to connect you with the best potential advisors.

This information is not shared with outside organizations.

How are Financial Advisors Compensated?

All Financial Agents that we refer out to are independent, licensed agents that have specifically trained for Federal Employees.

They all offer complimentary sessions to learn more about you and your particular financial situation.

They may be compensated depending on the products and services that you elect to utilize with them.

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