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Trusted and Loyal Retirement Planning

The Guidance You Need to Retire with Confidence


Experience the Retirement You’ve Earned.

You’ve committed time and energy to your career over the years, and you’ve worked hard to support your family. But a busy and full life often means organizing your finances may take the back burner, leaving a feeling of uncertainty about it all. We believe the first step is understanding where you’re starting from—your resources, benefits and opportunities—so we always begin there. Through education and ongoing partnership, our mission at McCall Benefits is to help you build a strong financial plan and prepare for the future you desire.

When Most People Think About Money, They Feel Unsure About Where They Stand.

  • Will I have enough during retirement?
  • Are we doing the right things with our money?
  • How can I make the most of my benefits?
  • What can we be doing better?
  • How will my healthcare change in retirement?

Let’s Talk Through Your Questions and Create an Organized Plan Forward

Whether you’re still crafting your life and building wealth, or retirement is around the corner, we meet you right where you are and help you take the right next steps through the following services:

Financial Planning

Together, we’ll develop a plan that integrates each part of your financial life and aligns with your specific goals.

Retirement Planning

From creating an income plan to claiming Social Security and refining your asset allocations, we’ll implement a financial strategy you won’t outlive.

Investment Management

Our aim is to build and maintain a portfolio that coordinates with your overall financial plan and that is centered on your goals and risk tolerance.

Benefits Coordination

We guide federal, state and public employees through their plans and determine how to optimize their benefits.

Insurance Planning

We help you understand your protection needs and equip you with insurance solutions, including long-term care, life and disability income insurance.

Discover How We’ll Create Your Plan

An Education-Centered Firm

Driven By a Passion for Your Wellbeing

Specializing in retirement planning for those in both the private and public sector, lead advisor Penny McCall brings the experience necessary to help you make the most of your financial picture. Together as a firm, we care deeply about our clients and their families. We seek to learn what matters most in their lives and identify which opportunities will best lead them to their distinct goals. Through an education-based approach, we enjoy working one-on-one with our clients to create clarity and confidence in their financial lives—and set them up for a secure future.

Be devoted to one another in love. Honor one another above yourselves.

Romans 12:10

Turning Your “Am I Going to Be Okay?” Into Lasting and Relaxed Confidence

Get to know the professionals passionate about being a true partner to you and your family.

Meet the Team

To set up a workshop for your employees

Submit the form to learn more about McCall Benefits on-site federal, state and public benefits workshops.