Ann has helped federal employees understand their benefits, explore options to potentially optimize the value of their benefits, plan for retirement and organize income planning and IRA distributions since 2002.
Ann holds a Federal Benefits Made Simple designation from the International Association of Registered Financial Consultants as well as the Chartered Retirement Planning Counselor designation from the College for Financial Planning and brings a wealth of retirement knowledge to her clients.
With experience in federal retirement planning, Ann customizes planning and solutions to your specific needs. As part of the planning process, she works with you on an ongoing basis to track your progress and to help ensure that your retirement income strategy is meeting your needs.
Ann also is available to speak to groups of federal employees. She offers a variety of interactive presentations to help federal workers maximize their earnings in the federal benefit system.