Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
Victoria Taylor is a retired federal employee and owner of Premier Financial Group, a financial services firm in Southwest Florida. She retired from the Federal Government (with the National Security Agency and the U.S. Postal Service) and has been providing her clients trusted counsel and valuable financial solutions since 1992. With her extensive expertise in retirement planning for the federal employee, Victoria can construct plans that meet the specific needs and objectives of these clients. She brings her unparalleled and distinct perspective of unique circumstances facing federal employees and annuitants. Victoria and her staff provide lifetime income-planning solutions, long-term care options, and specifically devised life insurance legacy plans that will insure "peace of mind" and "I can sleep at night" assurance to those who seek her services. Victoria is an active member of her community and past President of her local NARFE Chapter (National Active and Retired Federal Employees). Federal employees should consult with a retirement specialist while still employed to insure they make the best selections while planning for their retirement. We provide complimentary financial analysis to federal employees and offer valuable federal retirement workshops to help employees make smart choices about their retirement benefits. Offering Advice Since 1992 Areas of Specialty CSRS & FERS Annuity Review CSRS & FERS Survivors Benefit Annuities and Options Disability and Long Term Care options FEHB for Federal Employees and Retirees FEGLI -- Options, Cost & Supplements Lifetime Income Benefit Strategies Personal Federal Employee Benefits Evaluations Retirement Options & Eligibility TSP: Rollovers and In-Service Withdrawals Licenses, Certifications and Affiliations Insurance Licenses: Life including variable annuity and health Security Licenses: Series 65 Designations: Certified Financial Fiduciary, RFC, CSA, ChFEBC Charges to Clients for Services No fees to Federal Employees Fee (initial, hourly, and/or retainer) Fee based on percentage of assets managed Commissions on insurance products purchased Trail fees on mutual funds or insurance policies My Association with the Office or Firm: Owner
Certified Financial Fiduciary ®
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
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