Federal Benefits Made Simple, an E.A. Buck Company - Lakewood, CO

DP

Ann is awesome!! What a great asset for federal employees to have. I'm leery about financial advisors but I trust Ann and have been going to her for over 15 years now. Do your future self a huge favor and set up an appt. with Ann or one of her staff.

Amy H.

I've been interacting/attending presentations since 2012 preparing for retirement. The whole team are phenomenal. Ann is a superstar for Federal employees. I retired in 2018 and had a meeting with Ashley a financial whiz. She patiently explains in layman English. A wonderful, knowledgeable person. Thank you Ann for providing services for Feds!

LeAnne S.

Ann has a knack for translating complicated federal retirement and benefits rules and computations into plain language. Every federal employee should attend one of her presentations no matter what stage of their career they are currently in. She covers topics that are great for new employees to understand while they still have plenty of time to adjust their options. She covers topics that mid-career employees can benefit from as they start to look forward to retirement. And she covers topics that are imperative for the late career employees to know as they approach the time for applying for retirement and making final budget analyses. If you don’t walk away from her presentation with pertinent new knowledge, you probably weren’t listening. Thank you to Ann and her team for providing me the information to make the decision to retire with confidence.

Diana H.

I have been with Ann for over 10 years, since early on in my federal employment. I have always come away with information I can use and assistance putting ideas in place. I am confident recommending Ann's office to colleagues in Denver and in D.C. I no doubt the financial portion of my future retirement will go well due to Ann's expertise.

Tony W.

We always enjoy your insightful analyses and practical advice focused on federal employees! We are long term followers and they helped me to retire at 63!
We are doing very well and have not had to touch our TSP and Vanguard IRAs yet.
Your wonderful advice helped when our father in law passed away last year. As a Navy veteran, he accumulated savings and benefits that we transferred to my mother in law.
As you always say, preparation and planning are the keys to a secure retirement.

Walt

Excellent training, very knowledgeable on all aspects of Federal Benefits.

I found Ann's briefing's to be: relevant, understandable and more important actionable.

Beal T. J.

Thanks to Ann our retiremnet has gone smoothly. I suggest that you go see her and make your plans for retirement ASAP.. She is very knowledgeable and listens to your goals and guieds you toward them.

Aimee S.

Warm and welcoming environment. Incredibly professional yet personally-focused. Dan helped me devise a plan and didn't put any high-pressure sales on me. I'm excited to move forward with a retirement strategy!