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You’ve Worked Hard

Let Us Help You Maximize Your Federal Benefits

As a federal employee, your benefits can be extremely valuable. Rick Lerner, CFP® and Chartered Federal Employee Benefits Consultant, works closely with federal employees to assist them in different areas of their financial wellness including:


Pre and post-retirement planning


Assisting employees to understand their federal benefits


Asset management and investment advising


Life and long-term care insurance advising

Check the background of this firm/advisor on FINRA’s BrokerCheck.