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How We Work

How We Work

Over the years, we have found that a team approach can be an effective method to help you maneuver through a complex financial-services world. With access to retired Federal Employees trained to understand your Federal Benefits, and financially licensed individuals, we provide service and support where others simply will not or cannot deliver. In addition, when you work with us you also can access additional support through our affiliates in the areas of tax, legal, and government benefits. This means you can work with one source to receive all of the answers you need and take comfort in knowing a team of qualified people is reviewing each case.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jeff Jewett


BACKGROUND Jeff Jewett is a specialist who focuses on helping Federal employees and their family members retire safely and securely. He is a recognized speaker and educator dedicated to improving financial literacy. By providing...

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