For Federal Employees

You’ve Worked Hard

Let Us Help You Maximize Your Federal Benefits

As a federal employee, your benefits can be extremely valuable. Rick Lerner, CERTIFIED FINANCIAL PLANNER® professional he works closely with federal employees to assist them in different areas of their financial wellness including:

You’ve Worked Hard

Pre and post-retirement planning

Assisting employees to understand their federal benefits

Asset management and investment advising

Life and long-term care insurance advising