We're Authorized As A Federal Contractor To Help You. Cage Code: 9MS64
Prior to entering the financial profession, Patrick was a leader in a Fortune 500 company, where he specialized in mitigating risk in the Industrial/Commercial market. As a financial professional, Patrick sees the lifelong impact of retirement planning, or lack thereof, every day. He has served the needs of his Federal clients for nearly 15 years and feels blessed to have helped so many families plan for the days when they no longer have to work. Patrick’s firm is very proud to have partnered with the industry’s leading companies to provide competitive products and top-notch services for its clients. The goal is simple: “Helping our clients to make smart choices about their money and feel confident about their decisions, present and future.”
Patrick has chosen to specialize in working with federal employees because of their unique planning needs. His work is helping to balance their exceptional government benefits with the rest of their (sometimes-complex) financial picture. Through extensive training, Patrick has learned the particulars of the various federal benefit programs and helps federal families make the most of those benefits—both while working, and in retirement. Patrick is a Certified Federal Retirement Specialist.
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Our process starts with a free benefits consultation that helps us to break down your unique situation and goals. Once we know your goals, we can use our tools, resources and experience to design a plan to give you income for life. We also specialize in education. Federal employees have exclusive benefits, like the Thrift Savings Plan (TSP), Federal Employees’ Group Life Insurance (FEGLI) and a pension plan. Unfortunately, far too often, clients walk into our offices without any idea where they stand with their retirement accounts. This happens despite the obligations of the largest employer in the world, the United States government, to provide sufficient financial information. At Federal Employee Benefits Education Services, we fight against the lack of education and create a custom plan that suits your needs.
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