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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 elect your benefits. We take great pride helping Federal Employees navigate their financial life during, and after their service. Being located right outside of DC, we offer our specialized financial services specifically designed for Federal Employees by understanding the benefits package and staying up to date with changes in the federal benefits package. It's important to understand the Civil Service Retirement System (CSRS) and Federal Service Retirement System (FERS) in order to plan your benefits properly.

We can help you answer questions like:

  • How much should I invest in my TSP?
  • Which TSP Fund should I be invested in?
  • How do I decide when I should retire?
  • Do I have enough Life Insurance?
  • How do I invest my TSP assets after I'm retired?
  • How do I keep more of what I earn?

Learn more about:

FERS/CSRS Retirement

Planning for retirement should begin as early as possible, and setting the right options within your FERS/CSRS program is the starting point.

Thrift Savings Plan (TSP)

Not sure how to invest in your TSP or even what you’re investing in? Our advisors have experience with all of the TSP funds.

Federal Benefits

FEGLI, Pension, Survivor Annuity Plan, FEHB, the list goes on. Federal Employees have extensive and complex benefits. We will work with you so that you can choose the right options for you.

Financial Planning

Learn more about retirement, social security, investments, insurance, estate strategies, and more. Let us help you plan your path intentionally.

What questions do you have about your federal benefits?

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