EXCLUSIVE
PARTNERSHIPS
NATIONAL BENEFIT PROVIDER
Dillard Financial Solutions is proud to serve as the National Benefits Provider for NASCOE. That partnership has grown: Dillard Financial Solutions, Inc. and The FIRM, Inc. have entered into a formal partnership, bringing your associations more consultants, more specialists, and more resources than ever before. For members, one name is all you need — Dillard Financial Solutions. Our Oxford, Mississippi office is simply another door to the same firm, the same standards, and the same complimentary benefits education you have always had.
We offer NASCOE members complimentary
one on one Retirement Reviews to help navigate retirement
planning with confidence. Our personalized reviews evaluate
your current benefits, identify opportunities for growth,
and make sure your retirement goals are on track. With two
offices and one team, that guidance is now closer than ever!
Brian Hayden
Jason List
Meet Your Oxford, Mississippi Team
Brian Hayden and Jason List are licensed representatives for Dillard Financial Solutions, Inc. They
travel with your associations, and they are here whenever you have a question about your benefits.
Brian Hayden
ChFC® · MRFC® · ChFEBC®
Brian helps members see the whole picture — federal
benefits, outside investments, estate and tax planning
brought together in one plan. He works with members
at every career stage, not only those nearing retirement.
Jason List
ChFEBC®
Jason walks members through FERS, the TSP, FEHB, and
the paperwork that comes with them — step by step, in
plain language, for as long as it takes to feel confident
about the decision.
Fewer than 150 Chartered Federal Employee
Benefits Consultants practice nationwide. Four of them serve your associations.
Retirement Benefits Analysis
A personalized road map geared towards your retirement vision.
Meet & Discover
How will your benefits affect both
you and your family in retirement?
When is the ideal time for your
retirement? We are completely
transparent during this phase — the
more information we have, the more
precisely we can customize your plan.
Report
We begin immediately, crafting a
comprehensive Benefits Analysis
tailored specifically to your
retirement benefits and savings.
Share
Once your retirement plan is
completed, we will guide you
through your report step by
step, addressing any questions
and ensuring you grasp every
detail. Consider it your exclusive,
customized benefits seminar.
Included With Your Membership
Provided nationwide at no additional cost to association members.
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Complimentary one on one Retirement Reviews
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Career-stage retirement planning, not just near-retirement
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Roth IRA & supplemental income strategies
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Estate, tax, and retirement planning
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Complimentary Lunch & Learn workshops, in person or virtual
NEW FOR 2026
Outside investment account management
Management of the private investments you hold at outside firms, coordinated with your federal benefits at a reduced, pre-negotiated member rate.
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TSP & FEGLI reviews at any age
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Social Security & spousal benefit planning
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Investment rollovers & consolidation
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Exclusive farm and ranch insurance programs
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Step-by-step guidance through your retirement paperwork
Two Offices, One Team
HOME OFFICE
Sumter, South Carolina
Steve & Teresa Dillard, CEO & President — Federal Retirement
Consultants with more than 30 years serving federal, postal,
military, union, and civilian employees in all 50 states.
2381 Peach Orchard Road, Sumter, SC 29154
803-499-6623
dfs@dillardfinancial.com
IN PARTNERSHIP WITH THE FIRM, INC
Oxford, Mississippi
Brian Hayden & Jason List, licensed representatives for Dillard
Financial Solutions, Inc. — career-stage planning, investment
consolidation, and estate, tax, and retirement guidance.
319 N. Lamar Blvd., Suite 202, Oxford, MS 38655
(662) 259-7001
dillardsouth@dillardfinancial.com
For informational purposes only; not investment, tax, or legal advice. Credential and support figures are approximate and subject to change. The FIRM, Inc. is an affiliate of and operates in partnership with Dillard Financial Solutions, Inc. Neither is affiliated with, endorsed by, or sponsored by the U.S. Government, USDA, or any federal agency. Association logos are the property of their respective organizations. Subject to firm and broker-dealer compliance approval prior to publication.