Evergreen Federal Wealth · Senior Advisor
- FERS
- TSP
- FEHB
- SS
- FEGLI
Languages: EN, KO
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Capstone Federal Advisors · Founder
Sam runs a virtual-first practice serving federal employees nationwide from Tampa, Florida. Engagements are fee-only and project-based — typically a one-time federal retirement analysis or a focused TSP/FEGLI review.
Beyond the RFBS℠ designation, this designee reports holding:
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Evergreen Federal Wealth · Senior Advisor
Languages: EN, KO
Whitaker Federal Retirement Planning · Founder & Lead Advisor
Méndez Federal Planning · Principal
Languages: EN, ES