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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, CERTIFIED FINANCIAL PLANNER® professional and Chartered Federal Employee Benefits Consultant, works closely with federal employees to assist them in different areas of their financial wellness including:

1

Pre and post-retirement planning

2

Assisting employees to understand their federal benefits

3

Asset management and investment advising

4

Life and long-term care insurance advising



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