About Us


Ken Orenstein, Principal

Ken Orenstein is a Federal Retirement Advisor and is the principal advisor specializing in Investments, Retirement Planning, Financial Planning, Medicare, Employee Benefits, Life Insurance, and much more. Ken is a published author, contributing to "The Informed Fed" annual series of books, latest print edition 2021. Ken is a Financial Advisor, consulting with firms such as AARP, Annuity.org and FFEBA. Ken works with the top financial and insurance companies so he can offer his clients the best advice for them. Ken is insurance licensed in NJ, NY, NC, MD, VA, DC, and many other states, and licensed as an Investment Advisor Representative in NJ, giving him a great feel for the financial services landscape. Ken designs plans with a focus on low costs, and tax-efficiency, which he combines with personalized insurance advice aimed at helping clients make better-informed decisions.

Our Commitment

From day one we have led the financial services industry by basing our business on the commitment to our clients and prospects by:

Promptly responding
Listening to their specific needs
Focusing on personalization
Having the best Customer Service

Our Mission

Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations. Often times our advice and good counsel is engaged without payment. That underscores our commitment to serve as your advocate, focusing our attention on putting your best interests first.