Our Firm

We're a team of Financial Advisors across the United States with decades of experience to help NATCA members work towards their maximum financial potential over time, whether you're just a few years from retirement or straight out of Oklahoma.

In fact, the younger you start preparing for your future, the greater your control and also the potential for long-term, tax-efficient wealth accumulation. And, it's important to know that investing always involves risk, including the potential loss of principal.




Our Firm

We're on your side of the table, helping you prepare your financial security

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Your Benefits

Let us help you better understand, and prepare for your retirement.

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Contact Us

Call 949-247-3505 and we can help you answer important questions

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How much do you know about:


  • FERS/CSRS Pension (How much?)

  • Survivor Benefits (How expensive?)

  • TSP and Roth TSP (Future taxation?)

  • FEHB Health Plan (In retirement?)

  • FEGLI (What are my choices?)

  • Social Security Supplement (How much?)

  • Long Term Disability (Do I need it?)

  • Long Term Care (Am I in denial?)


Call 949-247-3505 and we can help you answer these questions and many more that you didn't even know you had.


My Benefits