Skip to content

About STWS
Our Team Fed-Focused Financial Planning Fiduciary Investment Management
Blogs & Podcasts
Featured Authors Benefits Ben Jennifer Meyer Katelyn Murray Podcasts FedLife The Fed15
Ed Zurndorfer
Learn
CSRS FEGLI & Life Insurance FEHB/Medicare FERS Social Security Taxes TSP FLTCIP/Long-term Care
Contact Us
Meet With Us Refer a Friend Careers
Webinars & Seminars

Unsubscribe

The form may not work correctly on Internet Explorer browsers. Please send us a message if you need help.

Read Our Blogs
Listen to the Podcast
Contact Us

Read Our Blogs

Listen to the Podcast

FEDLIFE PODCAST

Contact Us

Fedlife Podcast

Recent Posts

The FedLife Podcast: Federal Employee Income Tax Milestones
FEHB Highlights: Keeping Health Insurance When in LWOP Status
Avoid these Missteps When Filling Out Your Federal Retirement Package
The Fed15 Podcast: Decoding TSP Loans – Know the Risks
One Withdraw per 30-Day Rule for TSP Set to End for Federal Retirees

Upcoming Webinars

Understanding TSP for Special Provision Employees

April 25, 2024 1:00 pm

Understanding Your Federal Retirement Benefits: FERS

May 2, 2024 1:00 pm

Understanding Your FEGLI Benefits

May 8, 2024 11:00 am

TSP Planning With Ed Zurndorfer

May 17, 2024 11:00 am

Long Term Care Webinar: Understanding FLTCIP

May 23, 2024 1:00 pm

Estate Planning for Federal Employees

June 11, 2024 1:00 pm

How Can Serving Those Who Serve Help You?

Client Portal Login

© 2021. All Rights Reserved.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

Raymond James Privacy Policy

Check the background of this firm on FINRA’s BrokerCheck

STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).