Let’s Take Flight Together

Are you ready to get WISE about your finances?

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Book your complimentary Federal Retirement Review with David Setia, Fiduciary Advisor specializing in FERS using the contact form.

Whether you’re located in Texas, Virginia, Washington, California, Florida, Pennsylvania, or anywhere else in the U.S., our virtual retirement planning process allows us to help federal employees nationwide navigate retirement planning.

Our meeting process is designed to review all facets of your financial situation, including, but not limited to the following:

  • Should you be using Roth or Traditional?

  • Is your TSP/401k allocated correctly?

  • When can you afford to retire?

  • Should you take Medicare Part B? If so, how does it work with FEHB?

  • When should you begin collecting Social Security?

  • Are you using the right FEGLI options?

  • Do you have a tax savings strategy?

  • Do you have the proper estate documents?

  • Are your beneficiaries titled correctly? and more!