Our Federal Employee planners are experts in helping Federal Employees structure a better plan for their retirement.
Our approved “Federal Employee Benefit Planners" offer NO FEE retirement planning services
You will not be charged a fee for any “retirement consultation services” or “Pre-retirement Strategy reports” no matter how extensive the reports or retirement planning advice might be. They provide an exclusive “14-page report” that will illustrate your stand-alone and combined Pension, Social Security and TSP options. Additionally at your request, a free 15-minute telephonic tutorial is also available.
These professionals are required to meet our high standards of being trustworthy, knowledgeable, personable, compassionate and responsive. Each advisor is required to attend regular training meetings and keep current with federal benefits that affect your retirement.
Meet Our Planners
George joined National Benefit Advisory, Inc. as a Retirement Planner in 1993, after decades as a banker. He has developed a large clientele applying a unique design for each individual retirement income plan and is Co-Founder of Federal Benefit Advisory. His practice has been working with the general public, federal employees about to retire, as well as those already retired, with perspective on the changing needs of the client in retirement.
George can be heard occasionally as expert guest on ‘Business Talk Radio’, ‘Right At Home Radio’ and ‘Aging Options’ a legal advice radio program, for the retired.
He is a U.S. Army and Army National Guard veteran and member of the 3rd Infantry Regiment (Old Guard) Association.
Ken Van der Does
Ken is Director and co-founder of Federal Benefit Advisory. After serving in the United States Air Force, he launched a private business where he learned inside management skills and employee relations. His love for business continued as he entered the financial services industry and formed a partnership with a large marketing company. In 1993 he expanded his vision of providing financial services when he moved his family to the Pacific Northwest and founded National Benefit Advisory, Inc. That eventually led to the formation of Federal Benefit Advisory, a firm focused on helping Federal employees with their retirement.
Martin has been with Federal Benefit Advisory since 2007. He brings a wealth of experience and knowledge in the financial services industry. He is a trusted expert among financial professionals. Martin enjoys helping federal and postal employees build confidence to make sound retirement planning decisions. He knows first-hand the challenges that many face as they plan for and approach retirement. He believes helping employees understand the complexities of their benefits and making informed decisions are the first steps to creating and living a successful retirement.
Layne has over thirty-five years’ experience as a professional income and retirement planning specialist. He takes pride in attending industry professional development and training courses and has taken many advanced income tax planning and IRA distribution courses. “This gives my clients an edge with respect to minimizing taxation from qualified account distributions.” Layne holds a Bachelor of Science in Accounting and Finance, Utah State University, Logan, UT
Len spent his first career in the Aerospace industry as an electrical engineer. Retiring from aerospace, he became a financial advisor 39 years ago, specializing in the needs for seniors, retirees and those planning on retirement. He especially enjoys working with Federal Employees nearing retirement. He feels that he can bring his decades of experience to the table with an understanding of retirement and the great beyond, because he has been there.
He holds a BSEE Degree in Electrical Engineering from Penn State University, an MBA from California State University, Fullerton , a CFP (Certified Financial Planner), Member of FPA ( Financial PlanningAssociation ) and is a U.S. Army veteran.
James has been a professional Retirement planner for over 30 years. His method of operation is to build relationships, provide exceptional information, and help in the decision making. He holds a BS degree in Mechanical Engineering and has decades of financial courses, workshops, seminars and practical work experiences.
After a career in the ministry, Don became a retirement planner nearly 20 years ago. His deep understanding of his client’s needs and struggles while working and in retirement brings much talent to each contact he makes. Don always looks past the immediate to see the future needs of the client, applying a concern rarely found in the financial service industry. Don holds a Bachelor’s degree in Business from The College of Idaho.
Mr. Ursillo, after a successful entrepreneurial career, began practicing retirement planning over 35 years ago. His diversified background and maturity makes Ed uniquely qualified to understand the varied needs of his clients.
Ed is a U.S. Army Viet Nam era veteran.
Richard has a rich 35 years of financial planning experience. He is well experienced in planning with focus on retirement income planning combined with asset preservation for the retiree. Mr. Wilkes is constantly involved in business and financial course work to stay current in the ever changing retirement landscape.
Louis has been working in the Financial Services industry for over 25 years specializing in working with Federal employees. Based in Washington D.C. he has a unique view of Federal Employee government benefits. He believes the way to provide informed retirement planning choices is by educating clients on their benefits. Although Louis has worked on complete financial retirement planning he has built a large clientele by preparing clients with their insurance needs as a basis for a sound financial plan. Louis holds a Bachelor of Science in Marketing , University of Maryland and an MBA in Finance from Temple University.
Chris has been involved with financial services for over 33 years. With many partnerships across the country, Chris is a specialist in wealth accumulation and tax-free income. His insurance experience includes: Life Insurance, Annuities, Tax Shelters, Life Insurance Student Debt Payoff, RMD’s, Long Term Care, Employee Benefits, Health, Medicare, Final Expense, and Premium Financing.
His clients range from the City of Chicago to the new graduate saddled with huge student debt. In particular, Chris has helped many Federal Employees with their benefits, most notably their exit strategy and separation from service. In fact his TSP rollover video was on the TSP site for over 2 years.
He constantly confers with his mentors for the best products available for safe, liquid plans that leverage your money to keep it in motion and create market upside interest without any chance of losing money while reducing your tax obligations. Specifically specializing in making your money more efficient, leveraging it to have more money working for you, reducing your taxes, and most importantly, keeping the money you have made. He will maximize what you have to get what you want. Thus greatly increasing retirement income and guarantee it to last your lifetime.
Thursday, December 3rd
Noon – 12:45 p.m. PST
Thursday, December 17th
Noon – 12:45 p.m. PST
Order your custom retirement report
Our free “14-page report” will illustrate your stand-alone & combined Pension, Social Security and TSP options & other income for any age & time you select.