A 20-minute intro call with a fiduciary who specializes in federal employees. We'll pull up your real numbers — pension estimate, TSP allocation, FEHB plan, survivor benefit, Social Security — and show you where you're leaving money on the table.
Takes 60 seconds. We'll email you 3 times to confirm, and call if you pick a phone option.
Check your inbox — we'll email you shortly to confirm a time. Questions? Call us at (801) 210-2800.
Three steps. Zero pressure. We say "no" if a full review won't help you — so the time you give us is time you'll actually want to give.
You tell us your agency, service history, and what you're trying to figure out. We tell you whether a full review will actually help you — and if it won't, we say so.
We pull up your real numbers: pension estimate, TSP allocation, FEHB plan, survivor benefit, Social Security coordination. We find the moves.
You walk away with a one-page action plan, with or without us. No obligation, no hard pitch.
Federal Benefits Specialist · Author, FedTelligence 2.0
For 15+ years Ann has been the person federal employees call when the HR ticket isn't getting answered. She's walked thousands of feds through FERS, TSP, FEHB, and FEGLI decisions — at agencies across the country and in workshops like the April 2026 session at Weber State.
"Federal benefits aren't complicated. They're just hidden. Once you see the map, the moves are obvious."
"My wife and I, as well as my mother-in-law, have been working with the Capital Wealth team for over a year and have found Mike and his staff to be very welcoming and knowledgeable. They lay out the best advice and options for our financial well-being."
"Mike and his staff are the best! We previously were with two other financial planners whose fees were too high and their investment ability had no comparison to Mike. He was also the only one who addressed taxes."
"I was nervous to find a financial advisor because I feel like all the ones we've used just cared about how they could make money off us. After reading reviews of Capital Wealth, I gave them a try. Mike has been above and beyond helpful year after year."
You've made it this far — which means you already know you want to get this right. Book a complimentary review and let's put actual numbers on your plan.
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