About Us

We provide online training written for U.S. civilian employees and military members by Debbie Mason, a CERTIFIED FINANCIAL PLANNER™ professional and Federal retirement expert. We believe U.S. civilian employees and members of the military can take full advantage of their federal benefits and become smart money managers and investors with the training and tools our courses provide.

Write a Financial Plan with a Step-by Step Guide

Employees use the financial planning, retirement planning, and investing skills they learn to create a personal financial plan with a step-by-step guide. Participants can:

• Take the course for their U.S. Civil Service or Military retirement system.
• Take a course for Early-, Mid-, or Late-Career.
• Include their Federal annuity, TSP, and other savings in their plan.
• Learn how to choose investments and withdrawals for TSP and other savings . . . benefits of TSP, Roth IRAs, and TSP Roth 401(k) . . . and much more.

Procurement

Dmason Financial, a Woman-Owned Small Business 8(m) and 8(e), accepts purchase cards and purchase orders. Or buy through www.fedbid.com,  through  GSA or OPM TMA  (prime contractor partnerships), or through RFP from OPM: www.golearn.gov. Dmason Financial is proud to have been selected by the Office of Personnel Management (OPM) as one of their e-learning providers through a competitive selection process.

Contact us to provide the course for your department, agency, or service.