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About UsWork With
Qualified Professionals

Our team of professionals brings you perspectives and insights that help you navigate your financial decisions. We take a tailored approach to help you prioritize your financial well-being and create strategies that align with your values and objectives now, and for the future.

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Retirement Planning

A retirement plan is essential across life stages. The NASA Federal Investment Services advisors will guide you through options like Social Security benefits, TSP, 401(k) accounts, and IRAs.

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Investment Strategies

Balancing your investment portfolio is crucial. Each investment has unique strengths and weaknesses, affecting your asset allocation. Avoid overexposure to risk and align with your goals and risk tolerance.

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Financial Planning

Financial decisions impact your future lifestyle. Financial Advisors at NASA Federal Investment Services offer licensed expertise to help you confidently plan and manage life's unexpected challenges.

Trust & Estate Planning Strategies

NASA Federal Investment Services partners with Trust & Will for easy, affordable Estate Planning, ensuring your assets and legacy are managed according to your wishes.
 
 


Rollover Options

When starting or leaving a job, consider your retirement plan options. Financial Advisors at NASA Federal Investment Services guide you in making informed decisions.
 
 


IRA Options

IRAs provide tax benefits to boost retirement savings, with various options tailored to different financial situations.



College Savings

Quality education is invaluable but costly. 529 Plans offer tax advantages for college savings, allowing contributions the potential to grow tax-deferred. Parents, relatives, or friends can open or contribute to these accounts. 

Life Insurance

Financial Advisors at NASA Federal Investment Services offer access to various life insurance policies, helping you maximize coverage within budget.
 
 


Our PLANNING ProcessHelping You Every
Step Of Your Journey

You and your Financial Advisor at NASA Federal Investment Services will develop a customized plan that addresses your needs.

We will accomplish this TOGETHER by taking the following steps: 

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DATA COLLECTION

We will work with you to discern your financial goals and explore your risk tolerance so we can conduct an analysis that is tailored to you and your information.

ANALYSIS

With our sophisticated financial software, we prepare a custom analysis of your current financial status in relation to your goals and risk tolerance.

PRESENTATION

Once we affirm your goals and risk tolerance we will go over your analysis with you and provide guidance to explore appropriate and effective financial strategies.

IMPLEMENT & REVIEW

Together we will develop a customized plan to pursue your goals and assist you with all necessary steps to set your plan into action. 

Who We HelpA Client-Centered
Approach

Personalize your approach to managing your finances. From investment and insurance goals to tax and retirement planning, your dedicated advisor will help you create a strategy that fits you and adapts to your changing life.

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Individuals & Families

Individuals & Families

A windfall from a loved one can be both rewarding and complicated.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Business Owners & Professionals

Business Owners & Professionals

Years of experience have prepared us to guide you through your life transitions.


Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Let's Get StartedSchedule a meeting

You’ve been making investments your whole life.
Work with us to help you make the most of them.
Schedule your complimentary initial consultation to learn more.

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