Testimonials from Federal Employees and their families:


I am really grateful for the insight Tom provided when he worked with me to make sure that my retirement, after 29 years with the Post Office, was going to provide me the income I needed to be comfortable. He took the time to understand my goals and used his expert knowledge of Postal benefits and retirement planning to help me meet those goals. Tom is an excellent teacher who brought different solutions to the table and explained each to me. He always listened patiently to my feedback before making final suggestions. This gave me complete confidence that our joint decisions were in MY best interest. I would recommend a visit with Tom to ALL Federal Employees, as he is a trustworthy source of important retirement knowledge.
— -R. Booker, Ret.'d Postmaster & MD NAPUS Secretary
 
I appreciate all of the help you provided me. You made everything understandable and answered all of my questions so I could really grasp the options I had. You showed me some great savings and checked in from time to time to see if I had any new questions. I would recommend you to any Postal Employee since you were so helpful to me and I look forward to working with you in the future.
— C. Sloan, Postmaster NC
We have been dealing with Tom for over 2 years. He came to our house and helped us with transferring our life insurance from the FEGLI to one of the companies he represents. This was done at a lower premium for us and, at retirement from the Postal Service, the price did not go up -saving us money when we needed it most. He then helped us position our TSP, transferring that from the Postal Service and helping us protect our Retirement Nest Egg. We are very much satisfied with Tom. He is so friendly, always keeps us up on what is new with our policy, and helps me with all the transfers, paperwork and he explains everything so we can fully understand our plans. We recommend Tom highly and believe that anyone doing business with him will be very happy and satisfied.
— Sylvester & Shirley Annis, Ret.'d Rural Carrier & Postmaster