Securing Your Retirement Future
Specializing in Estate, Tax, Federal Employee Benefits and Retirement Planning.
We believe every employee deserves to work with caring financial advisors who can coordinate their benefits and manage their financial goals. Few advisors have access to the tools and support to properly assist Federal employees, but we can help.
We are here to help you sidestep unnecessary risk, keep your retirement assets intact, and achieve the retirement you have always dreamed of. Let us assist you in safeguarding your hard-earned savings and help assist you and minimize your tax burden.
We look ahead into our client's financial future to anticipate financial challenges that have the potential to arise.
Our mission is to provide you with the financial guidance necessary for you to truly enjoy your golden years.
We have simple and straightforward solutions to set you up for long-term success.
Our team can ask you the right questions to insure you are not missing the best opportunities to maximize your tax savings.
IRA / 401K
Make sure you know all of your options before moving any retirement accounts.
We help you understand how each part of your financial assets fit together so you can complete your entire financial picture and make sure it is secure.
Timing is everything. This will identify how to reduce your federal income tax and coordinate your income with your Social Security benefits so that you can reduce the tax on both.
Let us help you plan for all potential scenarios ensuring you have enough savings for a high quality of life.
Meet Sonja Comeaux
Sonja Comeaux’s career began in the early 1980’s as a business owner specializing in Cajun foods. She owned and managed two retail outlets, plus a USDA-regulated Cajun food processing plant.
After retiring from the food business, Sonja began a new career in Financial Advising. Her passion is working with federal employees to help educate them on their benefits and retirement options.
Licensed in 18 states, she conducts educational presentations across the country. Sonja has worked with numerous federal agencies such as the USDA, IRS, HUD, VA, Homeland Security, and many others.
Meet David Hamner
David Hamner is a CPA and began his career auditing School Boards, Public Housing Authorities and Hospitals. He worked as controller for a hospital, serving as payroll and benefits coordinator.
He was the controller at a publicly traded oil and gas measurement company, where he served as 401(k) plan administrator and employee benefits decision maker for several years.
After leaving corporate accounting David began working with Federal Employees to help them understand their FERS/CSRS benefits as well as their TSP options. His background as a 401(k) administrator provided an understanding of the TSP plan since both have similar rules and options.
David conducts educational presentations across approximately eight states. He has achieved the Federal Retirement Consultant (FRC) designation. He also helps Federal Employees plan for their retirement by minimizing taxes.