Review Our Testimonials
from Federal Employees 

Review Written Testimonials from Active and Retired Federal Employees

Would you like to review testimonies from past clients that we've helped develop TSP distribution strategies and secure retirement income? Here's just a sample of what some of our valued clients have to say about their experience with us.

Kimberly G.

"Working with David Nelson has been a wonderful experience from beginning to end. As a newly retired federal employee, I had many questions about my retirement options, and Dave took the time to explain everything thoroughly and in terms I could understand. He was patient, knowledgeable, and never made me feel rushed or pressured.

What I appreciated most was his commitment to educating me so I could make an informed decision. He was always available to answer my questions and made a complex retirement process much easier to navigate. Regardless of the investment decisions I ultimately made, I truly value the guidance, professionalism, and exceptional customer service Dave provided throughout the process.

I would not hesitate to recommend David Nelson and Federal Retirement Experts to anyone looking for someone who genuinely cares about helping federal employees understand their retirement options.. "

Tracie L.

"Working with my retirement consultant has been a game-changer. Greg Jameson didn't just look at my investment portfolio; he created a comprehensive plan that included tax strategies, long-term care, and a realistic budget for my retirement lifestyle. Your company proactive advice helped me consolidate my accounts from my social security and Thrifts Saving Plan, reducing my fees and improving my returns. I finally feel confident that my money will last, and I no longer worry about the day-to-day volatility of the market." It has been a pleasure working with the company."

Donald C.

"I am a federal employee in my early 50's, with about 20 years out from retirement. I recently have done consultations with a number of financial advisors and retirement specialists, but none have really been a good fit for me. Some don't want to work with people unless they have immediate, big investments or are close to retirement. However, I recently connected with Maria Jameson at Federal Retirement Experts and had a very different experience. Over the course of two calls, she provided me with a comprehensive snapshot about my retirement picture and how I could optimize my retirement contributions and savings over the next two decades. I was especially impressed with Maria's ability to create a comfortable, caring environment to discuss difficult long-term financial issues and offer practical wisdom in a sensitive way. I got a very clear sense that Maria is in my corner and this was a distinctly different experience from my previous consultations. So, i am delighted now to have Maria on my financial team. I highly recommend others meet with her to discuss their financial future, including retirement planning. "

Michelle C.

"Lynn Murphy (former coach) has been life changing. Through her positive attitude and commitment to education, Lynn has provided my family with the reassurance that I can retire from the federal government when we plan and do so comfortably. She is always accessible and is very knowledgeable about the federal government retirement system. We plan on utilizing Lynn’s services for the next 4-8 years as we prepare for retirement. I highly recommend Lynn for federal government employees as she provides valuable, concrete steps to achieving financial success and prosperity."

Nadew N.

"Thank you very much for your thoughtful explanation and detail report about my retirement benefits. Indeed, I enjoyed all the discussions that helped me to understand the concept and an entire process of my retirement benefits. The report is a road map from A-Z and a constant reference book. Without guessing, now I knew what are available benefits for me, an alternative options when and how to use them during the next phase of my life, and the knowledge from which I acquired that will enable me to follow the right paths and to make the right decisions.

During the first phase of my life, I did enjoy my childhood by going to an element school. During my teenage and adulthood, I prepared myself for high school and college as well as graduate schools educations that also contributed to see the better way in life. This first phase has paved major obstacles and erected a corner stone to the second phase of my work life. I worked for more than a quarter of a century. For the past 27 years, I have never deeply concerned about the 3rd phase of my life (retirement) except telling for myself “wait! wait, I will think about it when the time comes”. Before it is too late, here you are, representing a Federal Retirement Experts to guide me through real path, help me to understand the retirement options available for me, and guide me through a retirement plan where I can make the right decision. Yes, experts help people to make the right decision for themselves as well as for the society at large."