Eric M. Steffy, Founder & CEO

Be in the best position to maximize your Federal Benefits, Retirement, and Lifetime Income. Eric Steffy brings high-integrity service to helping Federal Employees retire, for more than 38-years.

Eric M Steffy, Federal Solutions Advisor

Eric was raised knowing how to work hard on a family farm in Iowa. That strong work ethic is core to who he is and what he does every day, from playing college football to investing in his community, to helping clients build a strong financial future.

Eric is a get-it-done leader who is dedicated not only to his family, friends, and colleagues, but also to empowering each of his clients.

Because benefits change, the market changes, and life changes – having a committed and knowledgeable Retirement Analyst who checks in with you annually (and more often, when needed) can make all the difference.

Eric is a Licensed, Insured and Certified Senior Benefits Consultant who is known for his prompt, knowledgeable and caring responses.

Eric Steffy brings deep knowledge and experience helping Federal Employees retire.

As Eric walks you through your pile of forms, he’ll unveil the mysteries so you’re in the best position to maximize your benefits and retirement options.

Eric understands the ins and outs of the Federal and State system and is passionate about making sure you can make choices that suit you best.

Eric’s dedication and genuine investment in his clients creates lifelong, trusted relationships where reaching out for help navigating life-changes is as easy as picking up the phone.