Why Us

Why Us

When you began your employment with the Federal Government, did you know what benefits you were signing up for, or did you just sign up for the max of everything because no one guided you or explained the benefit options available?

Are you contributing enough to TSP? Are you receiving the full match offered by the Government?

When was the last time you looked at a TSP statement? Do you even know how to access it?

Are you a FERS or a CSRS employee? Do you even know what that means?

Do you know when your eligible for a full retirement?

Simply understanding your Federal Benefits is not easy. Add to that, questions about starting Social Security and what to do with your TSP, whether you should keep FEGLI, Medicare concerns, and understanding the FERS Supplement, is more than most Federal Employees can, or want to, handle.

These are only a fraction of the questions we get in our office when helping Federal Employees prepare for retirement from their Government employment. We’ll conduct a Federal Benefits Analysis, and work with you to get your full retirement picture. Then, we’ll help you with the decisions will be making throughout the rest of your career—and for the rest of your life.

Veronica has been working in the financial industry for 17 years, specifically with Federal Employees since 2010.

Specializing in working with Federal and State employees, she is helping them to navigate their way through the maze of public and federal benefits and plan for a comfortable retirement.

Working as a fiduciary, Veronica works solely on behalf of her clients to put their interest first, making sure they understand not only their full retirement picture, but what needs to be done to be successful in retirement. She believes the more knowledge you have, the better prepared you will be for the retirement years. Her mission is to provide her clients with the tools and resources needed for financial comfort and success, which often means using a team approach, bringing in partners as needed for the full picture.

Training, License, and Experience:

  • Chartered Federal Benefits Consultant
  • FINRA Series 65 license (Registered Investment Advisor)
  • Life, Annuity and Health Insurance licenses in ND, MN,
  • Life Insurance licenses in AZ, WI
  • Bachelor of Science, Minnesota State University Moorhead
  • Retirement Income Certified Professional (RICP) designation pending
  • Worked in the banking Industry 2002-2006
  • Consulting with retirees and pre-retirees on Annuities, Long Term Care, Life Insurance and Health Insurance since 2006