Your Road Map to a Comfortable Retirement Starts Here
Our Process: Simple Steps to a Confident Retirement
At Haws Federal Advisors, we’ve designed a straightforward process to help you gain clarity and assurance in your financial future. Here’s what you can expect when working with us:
Step 1: Schedule a Meeting
Getting started is easy. We invite you to use the calendar below to schedule your appointment. (Please use your personal email—not your work or government email—as these systems often filter meeting confirmations into spam folders.)
Step 2: Fill Out the Survey
After scheduling, you’ll receive a confirmation email with a link to our survey. This step is crucial—it provides us with the information we need to make your session as valuable as possible. The clearer the details, the more tailored and actionable our advice will be.
Step 3: Analyze Your Situation
This is where we roll up our sleeves. Using decades of Nobel Prize-winning research and thousands of hours of experience, our team answers three critical questions:
- Are you on track for a great retirement (or other financial goal)?
- Are you maximizing your federal benefits?
- How can you reduce your taxes?
Step 4: Meet With Us
In this step, we come together to review your customized analysis and recommendations. We explain everything in simple, clear terms so you fully understand your options. You’ll also have the opportunity to ask any other questions about your financial journey.
Step 5: Decide on Next Steps
After our meeting, many clients choose to work with us on an ongoing basis. If this interests you, we can discuss how our comprehensive services could support your retirement goals.
Our ongoing services include:
- Proactive Planning: We help you stay on track to retire comfortably, no matter how the tax code, markets, or your personal circumstances evolve.
- Experienced Advice: Guidance on taxes, FERS benefits, Social Security, FEHB and Medicare, investments, estate planning, and more
- Investment Management: Making your money always work hard for you so you can focus on what matters the most
