Dillard Financial Solutions, Inc.
Federal benefits specialists · Licensed in all 50 states · Sumter, SC & Oxford, MS
In partnership withThe FIRM, Inc. · an affiliate of Dillard Financial Solutions
An expansion of Dillard Financial Solutions, Inc.
Dillard Financial Solutions, Inc. and The FIRM, Inc. have entered into a formal partnership to enhance and represent your organizations with more resources, team members, specialists, and opportunities than ever before. For members, one name is all you need: Dillard Financial Solutions — The FIRM operates as Dillard South under that umbrella, so every consultant, every review, and every seminar comes to you the same way, from the same team.
Dillard Financial Solutions, Inc. is the sponsored federal benefits education provider for NASCOE, NACS/NASE, NAFEC and IBEW members across the United States. Complimentary, nationwide, at every career stage.
Schedule your one-on-one analysis What your membership includes
FERS and CSRS, the TSP, the annuity supplement, survivor elections, FEHB — guiding it properly takes credentials few advisors ever pursue. That depth of specialization is exactly what your membership puts at your side.
Fewer than 150 Chartered Federal Employee Benefits Consultants practice in the entire country. Four of them already serve your associations.
Our team spends nearly half of every year at your state, regional, and national events.
Many of us are former federal employees. We know FERS, the TSP, and FEHB from the inside, not just the manual.
A personal benefits analysis is already part of your membership. You’ve had it all along.
Group education nationwide — in person or virtual — built for members at every career stage, not just those near retirement.
Management of the private investments you hold at outside firms, coordinated with your federal benefits at a reduced, pre-negotiated member fee.
One firm, two offices, one team serving the national membership.
Over 30 years in the insurance and retirement industry serving civilian, military, postal, union, and federal employees. Steve and Teresa travel all 50 states, leading clients to and through retirement.
Licensed representatives for Dillard Financial Solutions, Inc. The Dillard South team expands the platform with career-stage planning, investment consolidation, and estate, tax, and retirement planning. Same firm, same standards — an additional office at your service.
Everything below is provided nationwide at no additional cost to association members.
If it’s been a while since your last benefits review — or you’ve never had one — this is the moment to schedule your one-on-one analysis. Members only, no cost.
Request my analysis Call (662) 259-7001