Trusted Federal Retirement Planning
Federal Retirement Guidance You Can Trust
Joseph Donnantuoni helps federal employees navigate FERS, TSP, FEGLI, and more – so you can retire with confidence and clarity.
Certified Medicaid Planner
CMP™ Designation
35+ Years Experience
In Financial Services & Federal Benefits
Serving Federal Employees
Nationwide
About Joseph
Financial professional experience since 1985 to present.
Joseph Donnantuoni is a Federal Retirement Consultant℠ and a Certified Medicaid Planner™. He has been assisting retired and current federal employees understand and better prepare for financial retirement since 2018.
Joseph has more fluid experience in the financial industry with his actual former jobs including NASD (now FINRA) Examiner of broker-dealers, current FINRA Dispute Resolution Arbitrator recognized as such showing 25 years of service, and Joseph was Awarded financially by the SEC in 2020.
Meet Our Team
Experienced advisors dedicated to your federal retirement success.
Joseph Donnantuoni
Federal Retirement Consultant, FRC℠
John Hsu
Financial Advisor
Irene McKinney
Client Services Specialist
Our Services
Comprehensive federal retirement guidance all in one place.
Educational Resources
Free Resources to Help You Plan Your Federal Retirement
Knowledge is the foundation of a confident retirement. Access our free guides and tools to better understand your federal benefits.
Free Guide
What Our Clients Say
The following are a small selection of comments received from clients between 2012 and 2024. They reflect the experiences of individuals and families I have helped with retirement planning, annuities, long-term care planning, and Medicaid/ALTCS guidance.
More Client Feedback Coming Soon
As I continue updating this website, I am reaching out to additional past clients to request permission to publish their feedback. Additional testimonials will be added as they become available.
Ready to Take Control of Your Federal Retirement?
Schedule a free consultation with Joseph today. No cost, no obligation.
Contact Us
Phone
Hours of Operation
- Monday - Saturday, 9:00 a.m. - 6:00 p.m.
Service Area
- In CA: Santa Clara, Riverside, San Diego, and Imperial Counties. As well as SD, KY, FL and IN