To achieve your financial goals when planning your retirement, it’s crucial you work with a consultant who has comprehensive knowledge and experience in your federal benefits.
Our team has earned the Federal Retirement Consultant℠ (FRC) Designation and Certification signifying we have demonstrated a level of knowledge that you can trust.
To remain as FRC℠ professionals in good standing listed on FINRA, we must adhere to an established Code of Ethics and mandatory continuing education plus yearly testing.
Ethics
Following an established code of ethics and professional conduct which advocates for the best interest of federal employees.
Professionalism
Increasing professionalism by expanding knowledge in the complexities of the federal employee retirement systems and related benefits.
Accountability
Holding professionals who earn the FRC℠ Designation to the highest ethical standards.
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Investment Advisory Services offered through CS Planning Corp., an SEC Registered Investment Advisor.
Check the background of this firm and/or investment professional on the SEC’s Investment Adviser Public Disclosure website. IAPD – Investment Adviser Public Disclosure – Homepage (sec.gov)
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This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.