Law Enforcement Retirement Specialists

Your Partner in Personal Wealth Management

Schedule

Will you be prepared?

From a financial perspective, we probably know cops better than they know themselves. Time on the job builds knowledge, and we share a passion for serving.  Our experience and specialization allow us to help you through making smart choices when important planning opportunities present themselves. Guiding people through important financial decisions is one of our strengths.  For example:  

The DROP Program

The DROP Program

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Deferred Comp 457 or Thrift Savings Plan (TSP) investments

Deferred Comp 457 or Thrift Savings Plan (TSP) investments

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Selecting Pension Payout and Survivor Benefit Options

Selecting Pension Payout and Survivor Benefit Options

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Sick and Annual Leave Buyout

Sick and Annual Leave Buyout

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 Lump-Sum Pension Buyout (your contributions plus interest)

 Lump-Sum Pension Buyout (your contributions plus interest)

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Terminal Leave Decision-Making

Terminal Leave Decision-Making

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Evaluating Life Insurance and Disability Insurance Options

Evaluating Life Insurance and Disability Insurance Options

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Understanding how the Social Security Windfall Elimination Provision and Government Pension Offset could impact your family

Understanding how the Social Security Windfall Elimination Provision and Government Pension Offset could impact your family

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Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement income strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all of your investments.

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Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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Let's Talk.
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