insurance planning

Affordable Benefits Solutions Inc., branded as ABS Retirement Solutions, offers insurance products and strategies to help individuals and families plan for retirement. Founded by Dr. Rita Bailey-Roland, CPA, CPC, the firm focuses on federal benefits guidance, retirement income planning, and alternative insurance options, and hosts educational workshops and a Facebook Live show on financial literacy.

estate planningfinancial planningretirement income planningwealth managementworkshops

BPI is a financial advisory practice focused on empowering federal employees with personalized financial strategies. The firm has over 30 years of experience as financial advisors and has been helping federal employees plan and retire since 1987. It offers GSA Retirement Training seminars for agencies and provides retirement planning, comprehensive financial planning, asset management, and insurance planning.

asset managementfederal benefit training seminarsfinancial planningretirement planning

EmpowHer Planning is a financial planning and wealth management firm led by President Jennie Kim. It serves high-net-worth professionals, entrepreneurs, lawyers, founders, and immigrant medics, offering asset protection, income planning, estate planning, and retirement strategies. The firm is a DBE/SBE registered firm and a Women-Owned and Minority-Owned Business (WBE/MBE) per Nevada Unified Certification Program.

asset protectionestate planningfinancial planningincome planningretirement planningtax optimization

Jameson Financial Solutions is a retirement planning firm that helps clients, particularly those with smaller investment portfolios, plan for retirement. It offers a complimentary, personalized retirement analysis covering tax-free income, Social Security maximization strategies, insurance planning, and maximizing IRA and 401K benefits. Its services focus on preservation, growth, and income. The firm supports the Veteran charities Folds of Honor and Team Addo.

IRA and 401K planningretirement analysisretirement planningSocial Security maximization

Federal Training Corporation, headquartered in Hunt Valley, Maryland, supports Federal agencies and departments and their employees across the country. The firm specializes in helping Federal Employees understand their benefits so they can make informed choices for retirement, and customizes its training programs to each client's needs. The team includes Certified Financial Planners, a Certified Public Accountant, and a Certified Retirement Planning Specialist, with over thirty years of experience.

benefits trainingfinancial planningretirement planning

Haddad Financial Services offers financial coaching, insurance solutions, tax services, credit coaching, and business strategies. The site describes licensed experts in 18+ states, bilingual support in English and Arabic, and 20+ years of industry experience, with a client-first, holistic approach to financial wellness.

business servicesfinancial coachingretirement planningTax preparation