I use Edelman Financial. My planner is in Silver Springs, but I live in Vegas.
Met my planner when I did a rotational assignment in DC.
Edelman Financial has a large number of Feds as clients.
First rate firm and all of their planners follow the same playbook so if your planner is sick, on vacation, or something bad happens to them they have a continuity of ops plan in place (for their servers too).
I'm a happy client. Wish I'd have been with them my whole career. If be retired now.
Sent from my iPhone. Please excuse typos and terseness.
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Posted by: admranger <admranger@earthlink.net>
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