Our Team
At Federal Benefits Alliance, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. We don’t work for the federal government. We work for federal employees.
Our team of knowledgeable and chartered educators has decades of experience helping federal employees make the best benefits decisions for their situation and career stage.
Kurt Becker | ChFEBC℠ Financial Professional
Ann Doty | FRC℠ Financial Professional
Erik Doty | ChFEBC℠/FRC℠ Financial Professional
Jamie Polec | FRC℠ Financial Professional
COMPLIMENTARY EBOOK: Will Your Money Last As Long As You Do?
Check out this 8-page guide to see why a retirement income analysis is important for your retirement.
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Learn how an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
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Read how much the average person spends on health care today. (You might be surprised at the number!)
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Make sure you’re asking the right questions about retirement: How do I make my money last? How could a long-term care strategy help my family’s long-term medical needs?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services
At FBA, we believe federal employees are essential. You deserve support to get the most from the benefits you’ve earned.
We’re here to help you:
- Avoid costly mistakes with your benefit and retirement book decisions
- Get free, 1:1 benefits coaching for your unique situation
- Understand how to use your FEGLI, TSP, AL/SL leave, and family benefits
- Choose the best retirement date to maximize your retirement income and benefits
- Get planning and support for your retirement from federal service
- Plan for uncertainties like RIFs
Retirement
Income Strategies
Annuities
IRA/401(k)
Rollovers
Federal Benefits Education
Contact Us
Share a few details with us, and you’ll be on your way to our first meeting. We can’t wait to get to know you and your goals and dreams.
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