Specialized Financial Planning for Federal Employees
Helping you make the most of your federal benefits and secure a comfortable retirement.
As a federal employee, you have access to one of the most robust benefits packages in the country, but making sense of it all—whether it’s your FERS pension, TSP, or health care options—can be overwhelming. We specialize in working with federal employees to ensure that every aspect of your financial plan is optimized, helping you achieve financial independence and a comfortable retirement.
Key Services
- FERS Pension Planning: Calculate and maximize your pension benefits under the Federal Employee Retirement System.
- Thrift Savings Plan (TSP) Optimization: Tailor your TSP contributions and investment strategy to fit your retirement goals.
- Social Security Integration: Ensure your FERS benefits work seamlessly with Social Security to maximize retirement income.
- FEHB and Health Care Planning: Help you choose the best health care options now and in retirement.
- Retirement and Post-Retirement Tax Planning: Minimize taxes on your retirement withdrawals and pension income.