Our Consultants Are Experienced and Knowledgeable
For over 7 years Steven has enjoyed helping Federal Employees
plan for retirement. He works with Federal Employees all over the country and is a published author on Federal Retirement topics. He has a passion for helping Federal Employees navigate their complex retirement system. He co-created the FedSmart Podcast to help Federal Employees gain the important knowledge they may need to understand their Federal Retirement options. Steven personally meets with over 30 Federal Employees every week. He'd love to help you too!**
Jesse Black has over 18 years experience assisting Federal Employees with their retirement. He's a nationally known Federal Retirement Planner. As a published author on Federal Retirement in publications like FedSmith and Wall Street Journal, he's developed a large social media following. He has assisted thousands of Federal Employees one on one and thousands more have attended his webinars and seminars. His goal is to personally help over a million Federal Employees get information on their retirement during his career. He co-created the FedSmart Podcast to get information to the masses. He's passionate about assisting Federal Employees with their retirement and plans on doing this for the rest of his life.*
Federal Life Insurance Consultant
Nick helps Federal Employees understand what could be arguably their most complicated and potentially expensive benefit. Nick and Fedwise prioritize helping Federal Employees understand their Federal Life Insurance as what a fed does with their FEGLI during their career, could be their most costly decision. Nick assists hundreds of Feds a month understand their life insurance options.
As the FedWise Business Director, Stefanie is the driving force behind FedWise providing premier service to our clients. She is the one that ensures our clients are serviced and all our systems are working properly. She wears many hats at FedWise and is a pivotal part of our company.
©2023 by FedWise Retirement Planners
You can research us at brokercheck.finra.org and https://doi.colorado.gov/for-consumers/consumer-protection (click on verify a license)
*Jesse Black offers Securities through CreativeOneSecurities, LLC Member FINRA/SIPC. *Jesse Black and **Steven Puckett offer Advisory Services through CreativeOneSecurities, LLC an Investment Advisor. FedWise Retirement Planners and CreativeOneSecurities, LLC are not affiliated.
Not Affiliated With Any Federal Agency
7395 E Orchard Rd, Greenwood Village, CO 80111
23131 N Lake Pleasant Parkway Suite 109 Peoria AZ 85383