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The Presidential Mission

The Mission of Presidential Brokerage is to make a positive difference in the lives of our clients and their families by providing insightful, ethical, caring and individualized financial guidance

 

 


 

Step by Step process to develop a retirement income plan.

 

Bruce specializes in retirement planning, with a special emphasis working with public sector employees.  Bruce understands the complexities of the federal retirement system.  Every client’s situation is unique and requires a personalized approach in order to maximize all available retirement benefits and to make the most of personal savings.

Bruce is a 1988 graduate of the University of Wyoming with a degree in Accounting.  He entered the financial service industry in 1998 following a career as a corporate chief financial officer.  Bruce lives with his wife of 16 years, Cindy, along with daughter Ginny and son Charley.  Having grown up on a ranch in Wyoming, favorite past times include hiking, skiing, and fly fishing.

Please feel free to submit a request for a no-cost, no-obligation review of your complete retirement situation by clicking on the following link:

Request for a Retirement Plan Review

The following calculators can help you gather data to help you review your available retirement resources:

Social Security Benefits Calculator

FERS Calculator

CSRS/CSRS Offset Calculator

TSP Calculators

 

 
Federal Seminars and ChFEBC(sm), Inc. owns the symbol marks ChFEBC(sm), Chartered Federal Employee Benefits Consultant(sm) and ChFEBC(sm), logo. in the U.S., which it awards to individuals who successfully complete Federal Seminars and ChFEBC(sm), Inc initial and ongoing certification requirements.

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