Retirement is one of the biggest milestones in life. It should be a time to enjoy the years ahead with confidence and peace of mind. But understanding pensions, benefits, retirement packages, insurance options, and rollovers can often feel confusing and stressful.
We are a panel of caring advisors spanning the entire country. Amongst us are Federal/State Government, Education & Private Sector Experts. We are all licensed & appointed in your state to make sure you receive the proper education & AVOID costly errors.
We understand that your HR Department leaves you woefully unprepared to make any of these decisions. We are assuming the responsibility to show you all of your options & make sure your retirement is fully maximized.
About Us
Expert Pension and Benefits Planning You Can Trust.
At GloryBridge Insurance Planning, we guide individuals through every step of retirement planning with simple, honest, and expert advice. Our goal is to make complex retirement decisions easy to understand so you can feel confident about your financial future.
- Pension planning and calculations
- TSP rollovers and transfers
- Benefits and insurance education
- Retirement income gap analysis
Our Agents
Experienced Professionals Dedicated to Your Success
Julian Cruz Senior Retirement Strategist-Gainesville, FL
As a Senior Retirement Strategist/Agency Director, Julian Cruz works with clients to protect a portion of their retirement funds and review safer income options. With six years dedicated to helping families secure their legacy, Julian’s methodology focuses on Education and Retirement Maximization, ensuring that every decision is informed and strategic. He is an authority in helping Federal Employees across various agencies avoid costly errors during retirement. His role is to establish a clear picture of a client’s current positioning and income objectives to determine whether a more efficient income structure exists. Julian has expanded his firm’s reach to assist State and Private Sector workers, consistently exceeding client expectations by helping them close their income-gap and confidently achieve their financial goals.
Travis Barr Senior Retirement Strategist-East, Texas
As a senior retirement strategist for about 3 years now, I’m passionate about helping individuals and families plan for their future through comprehensive life insurance and annuity solutions. Specializing in federal employees, I take pride in taking the time to listen to my clients, understanding their goals, and finding the product that best fits their needs. Transparency and trust are at the center of everything I do, and my goal is to make sure every client feels informed, confident, and supported throughout the process.
Sarah Fausett Income Strategist, Dunnellon, FL
I’m Sarah Fausett, Income Strategist at Glory Bridge Services, and my work is rooted in one simple belief — that every family deserves to enter retirement with confidence, clarity, and security. I came to this profession because I recognized a profound need: people work an entire lifetime building something meaningful, yet often lack the strategic guidance needed to protect it when it matters most. Through personalized income planning and thoughtful financial strategy, I partner with families to safeguard what they have worked so hard to create and ensure their legacy endures for the people they love most. My passion is helping families step into retirement not with worry, but with confidence — and that begins with education. Understanding your retirement options opens doors to smarter income strategies, reduced tax burdens, and a legacy that truly reflects your values. At Glory Bridge Services, I believe an educated client is an empowered one; and empowering families to take control of their financial future is the most rewarding work I have ever done.
Donna Johnson Income Strategist, Carlisle, OH
Donna Johnson is a licensed insurance professional with nearly two decades of experience, having been licensed since 2007. While she built a strong foundation in property and casualty insurance, Donna has expanded her expertise to focus on life insurance and annuities, helping individuals and families protect their financial future and create long-term security. As a Territory Manager and independent broker, she partners with clients to provide personalized solutions designed to preserve wealth, generate guaranteed income, and bring peace of mind in retirement. Donna is deeply passionate about helping others make informed financial decisions, especially regarding retirement planning. She believes that education is the key to confidence, and too many people enter retirement without fully understanding their options. Through her work, Donna simplifies complex financial concepts and empowers her clients to choose strategies that align with their goals and values. Her mission is to ensure every client she serves feels secure, prepared, and confident about their future.
Tanya Zapata Senior Retirement Income Strategist – Tucson, Arizona
As a Senior Retirement Income Strategist with six years of experience, I am passionate about helping individuals and families make informed decisions about their financial future. My specialty is working with Federal Employees, but I have also had the privilege of helping educators, professors, and private-sector professionals navigate the complexities of retirement planning.
I believe that the foundation of every successful retirement plan is education. Too often, people spend decades building their careers without fully understanding the benefits, income options, and strategies available to them. My role is to simplify those options, provide clarity, and help clients make decisions with confidence.
Whether I am helping a federal employee understand their retirement benefits, assisting an educator with pension planning, or helping a family identify ways to create more reliable retirement income, my goal remains the same: to ensure every client feels informed, empowered, and prepared for the future they have worked so hard to build.
At Glory Bridge Services, I am committed to helping clients protect what they have earned, maximize their retirement opportunities, and move forward with confidence and peace of mind.
Personal Motto:
“An educated client is an empowered client.”