Frequently Asked Questions
Here are some commonly asked questions by our clients, if you do not see an answer to your question listed below please use the button below to request a one on one meeting to discuss your specific scenario. We look forward to assisting you.
Who will I talk to during my session?
You’ll meet directly with Chris or Ally Lee—not a call center or random advisor. We’re a family-run agency, and we take pride in providing personal, thoughtful guidance built on years of experience helping federal employees retire successfully. You’ll never feel rushed or pressured.
Do you charge any fees?
No. All of our retirement consultations, webinars, and educational tools are completely free of charge. We’re compensated by the insurance carriers only if you choose to move forward with a solution. You’ll never get a bill from us, and there’s absolutely no obligation to buy anything.
Are you tied to a specific insurance company?
Not at all. We are independent and work with multiple top-rated carriers. This gives us the flexibility to find the best-fit solution for your needs—not push a one-size-fits-all product.
Are you endorsed by any union, agency, or government organization?
No—we’re not affiliated with or endorsed by any union or federal agency, and that’s by design. We believe all federal employees deserve clear, objective help regardless of their department, location, or affiliation. Our mission is to serve everyone equally, without bias or restriction.
Why are your services free?
We believe federal employees should have access to high-quality retirement guidance without sales pressure or confusing jargon. If you choose to implement a financial product, we may be compensated by the carrier—but you’ll never pay us directly.
What if I’m not ready to retire yet?
That’s perfectly fine. Whether you’re retiring in 3 months or 3 years, we’re happy to help you get a clear game plan and answer your questions early. Planning ahead leads to better decisions later.