Eric R. Steffy, Senior Advisor
Eric's training and experience make him uniquely qualified to advise Federal Employees. Learn more about your financial benefits and develop a roadmap that gets you where you want to go.
Eric is committed to helping you learn more about your financial benefits so you can develop a roadmap that achieves your goals.
When it comes to working with Federal Employees, Eric (who also goes by ER) prioritizes an educational approach, ensuring that all who want to plan for their financial future have the information they need to make solid decisions.
Eric’s goal is to help you stay on track to achieve what's most important to you.
Eric has been around the Financial Services industry his entire life. With his parents having over 60 years combined experience, he developed a great understanding and knowledge of the industry at a very young age.
Eric has taken the work ethic, passion, and dedication that he learned from his parents and applied those skills to his own career path. He has all the necessary tools when it comes to helping educate Federal Workers on their benefits and retirement.
Trained to OPM Standards
Certified & Highly Rated
Licensed & Reliable
9-Years of Experience
Book a 15-Minute Appointment with Eric
Federal Benefits
Know Your Options | Complimentary Consult
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Personalized Support
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Benefits Analysis
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Retirement Plan
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Health Care Planning
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Licensed in Every State
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When is the best time for you?
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Long Term Options
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NEW | Post Office Benefits