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What We Do

Request Your Free Federal Benefits Report

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What we do

Federal Employee Benefits Alliance

Wale Advisory Group

FREE BENEFITS ANALYSIS REPORT

The FREE Benefits Analysis Report will uncover opportunities to save you thousands of dollars while you work and help you maximize your benefits throughout retirement. 

OUR AREAS OF EXPERTISE

Our federal benefits specialist are trained in different fields of financial planning specifically geared to your options when it comes to federal benefits. Below are just a few of the expertise our specialists can assist with:

  • TSP Education 
  • Benefit Analysis
  • Tax Free Income
  • FEGLI vs. Private Insurance
  • Social Security Timing
  • Lifetime Income Planning 
  • Legacy Planning Strategies
  • LTC Preparation and Insurance
     

We are proud active members of:

NAIFA-Logo.png  NEA_logo.png  

5860 Owens Ave. Suite 230
Carlsbad, California
92008 United States

  •  Tel: 949-364-2602
  •  Toll Free: 888-424-0071
  •  Fax: 949-361-9493
  •  jw@waleag.com

 

Wale Advisory Group nor any of their agents or representatives give tax, legal or investment advice. Legal advice is provided by board-certified estate planning attorneys.  Investment advice is provided by a Certified Financial Planner, which is one of our advisory partners. The information here is a summary of our understanding of current tax laws as they relate to insurance products. Please consult a qualified advisor for these matters.

Our advisor's partners have no affiliation with Wale Advisory Group.

© 2025 Wale Advisory Group Inc. dba Wale Insurance & Financial Services. All rights reserved.