I already had another annuity but wanted further protection for additional funds. The plan that Ellie shared with me looked great and far superior over what the TSP could offer. The rollover process was not difficult and was handled quickly and efficiently plus there is good support if I have questions in the future.
St Louis, MO
I just completed my second retirement plan with Ellie. She assisted step by step in a very courteous way and the process was seamless. I would recommend her assistance for your best funded retirement.
I am preparing for retirement in 3-7 years and wanted to protect my retirement nest egg from market turmoil that is probably coming in 2023. Elle answered all my questions and with her help I rolled over my nest egg in a protection plan. I’d recommend her services. It’s always good to know your options.
Overall, after (several minor administrative glitches / misunderstanding, and clarity with TSP personnel) the objectives and goal were achieved, which had nothing to do with Ms. Ellie. It is with great pleasure that I recommend Ellie for an award/promotion. Ellie was/is second to none when it comes to her performance; just, a “class-act”! Ellie took the time, patience, and professionalism to clearly and concisely cover all details referencing this transaction. I will/would recommend Ellie to current/future employees for this type of transaction and other services associated with federal employee’s retirement advocate, Inc. planning. Many thanks to the Federal Employee Advocates, Inc. team and more importantly, thanks to Ellie for her tireless efforts, courtesy, attention to detail, and her competence. Respectfully and sincerely, Ethan