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Federal Employee Financial Planning

Making a complex system, simple.

As a federal employee, you have one of the most comprehensive benefits package available to you. There are myriad options that can often be confusing and will have a big impact on your retirement and future depending on how you plan your benefits. We take great pride helping Federal Employees navigate their financial life during, and after their service. Being located right outside of DC, our advisors offer specialized financial services specifically designed for Federal Employees by not only understanding your benefits, but also how they affect the rest of your finances. 

How we do that:

Organization

We help you go over your benefits and make sure that your records with OPM are correct. We also look for any other financially related areas that can improve.

Planning

We create a roadmap and a plan to get you to where you need to be and help you accomplish your goals. We help you blend your benefits with the rest of your finances.

Implementation

We walk with you throughout retirement to implement your plan, help keep you on track, and make changes to your plan as your life changes.

We help you answer questions like:

How much should
I put 
in my TSP?

Which TSP Fund
should I invest in?

How do I decide when I should retire?

Should I use the Roth TSP or Traditional TSP?

How will my benefits change after I retire?

How much Life Insurance does my family need?

How does FEHB coordinate with Medicare at age 65?

How do I make a
retirement budget?

When should I apply for Social Security?

Want to read up on financial strategies and techniques for Feds? Check out The Fed Corner, our blog dedicated to Federal Employees.

Have a question?

We're happy to chat with you.

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