Simply schedule a call with us and let’s see how we can optimize the service you are currently providing to your federal employee community allowing you to focus on sales, growth, referrals, and more!
Benefits Command Center
Federal Retirement Application Reviews
Federal Retirement Strategy Seminars
Expert Courses on Federal Employee Benefits
Founder of Fed Options
When you work with us, you will engage in effective conversations with employees and help them to make informed decisions based on the foundation of knowledge about their benefits.
To create world-class resources, tools, and support services focused on a holistic planning approach that equips professionals to build lasting relationships with the employees they serve.
Even with your best efforts, your time is finite, and hours are wasted every day on administrative tasks. Fed Options eliminates admin work by providing automated solutions for all your needs from analysis, notes, to applications and resources.
Embrace a future with less call volume and more satisfied customers! Fed Options offers a hassle-free interface that is easy-to-use and easy-to-understand, leading to less customer time on the phone and more time spent doing what you do best – serving as a financial professional focused on clients needs.
Fed Options offers a full suite of services from accurate benefits analysis, candid notes applications, resources, and links from trusted sources, as well as consultations for complexities – so there is no need to struggle searching for the right answers!
The analysis is strategically organized so that the review of the analysis flows easily with the employee and becomes a conversation about their benefits rather than a sales discussion (of course, you’re including some pre-sale comments). With the analysis, we also include all information, tools, and resources in an outlined note, helping you understand the financial impacts and considerations of the employees’ benefit choices.
I work for a financial firm, and we have a lot of federal employees in our area. We have done several seminars and joint work together with Cassie in the past. She’s the only person I know in our entire region who truly understands the complexity of federal benefits enough to help federal employees with the decisions they must make. If you are a financial advisor working with federal employees, it is a good idea to have an expert in this area supporting you and your clients who are federal employees. She brings a degree of expertise in this area that is unmatched. Many advisors like to think they know “enough” about federal benefits. That’s not good enough for your federal clients, pun intended.
My firm has worked with Cassie for a number of years in the federal benefits arena and she has always gone above and beyond expectations. Even last-minute changes on any reports she works on with us have been prompt and she always ensures we have provided enough information to ensure the accuracy of those reports. Cassie is very professional and exceptional with what she does and her knowledge so I cannot recommend her highly enough to anyone who is considering working with her.
Cassie’s background and knowledge in the federal benefit space have helped my team build the confidence to help more federal employees than ever. The promptness and accuracy of Cassie’s responses are optimal. Couldn’t do it without her.
Cassie was a fantastic resource for Federal benefits and insurance knowledge. She went above and beyond many times to help my business and was always responsive with an amazing attitude.