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Your Financial Confidence Starts With
First, we spend time getting to know you and your family’s needs and goals.
Next, we create a clear, detailed financial plan that will help you pursue your lifelong goals.
Our team of trusted advisors implement your custom plan — and answer any of your questions along the way.
We meet with you regularly to help ensure your financial strategy is still working for you and your goals.
Federal Benefits Made Simple – Locations
Neither Federal Benefits Made Simple nor the federal benefits services they offer are affiliated with AE Wealth Management, LLC (AEWM) or Madison Avenue Securities, LLC (MAS). Federal Benefits Made Simple does not offer or include any investment advisory services.