Accounting, Tax & Financial · Dallas, Texas
SBA-certified WOSB, EDWOSB, SDVOSB, VOSB
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Secured Futures is a financial solutions provider specializing in comprehensive planning and personalized insurance services aimed at helping clients achieve financial security and long-term goals. The company offers core financial management assistance, including budgeting and debt management, and a range of insurance and retirement products. These offerings encompass various life insurance policies, such as Indexed Universal Life (IUL), Whole Life, and Term Life Insurance, alongside various retirement income solutions like Fixed Indexed Annuities and Fixed Annuities, as well as Long Term Care planning.
Staffing & HR Services · Lewisville, Texas
SBA-certified WOSB
WOSB
Strategies Options & Solutions, LLC delivers high‑impact one‑ and two‑day FERS Retirement Planning Seminars that equip federal employees with the financial clarity and confidence needed to retire on time and with long‑term security. Our training blends expert instruction with dynamic, interactive learning—videos, worksheets, quizzes, and comparative analysis tools that reveal each participant’s true “retirement reality.” Employees receive clear guidance on FERS benefits, income planning, TSP contribution and investment strategies, and sustainable approaches for building retirement‑ready financial habits. Two‑day sessions provide deeper analysis of agency and OPM retirement, exit, interim status pay, income bridge strategies, and adjudication processes to ensure employees understand timelines, requirements, and post‑separation expectations. SOS, LLC empowers federal employees to make informed decisions that strengthen financial readiness and support a secure transition into retirement.