Our Services

How We Can Help Federal Employees

Our financial professionals are committed to helping federal employees understand their retirement benefits and how they fit into an overall retirement plan. Our goal is to provide education and information that helps federal employees better prepare for retirement.

We know that your federal benefit packages can be confusing. Our qualified retirement specialists will help you understand your options and will provide you with a customized retirement planning guide that is tailored towards your retirement goals and will help you get the most out of your benefits.

We Can Help Federal Employees

Our financial professionals are committed to helping federal employees understand their retirement benefits and how they fit into an overall retirement plan. Our goal is to provide education and information that helps federal employees better prepare for retirement.

We know that your federal benefit packages can be confusing. Our qualified retirement specialists will help you understand your options and will provide you with a customized retirement planning guide that is tailored towards your retirement goals and will help you get the most out of your benefits.

How We Can Help

We help you answer common questions about your retirement options, including:

  • We can help you with LiteBlue.
  • How soon can I retire?
  • What should I do with my TSP upon retirement?
  • What happens to my health/life insurance upon retirement?
  • How much will I get from Social Security each month during retirement?

We start by getting to know you, your goals, and how you picture your retirement. We then strategize with you on how to best utilize your benefits package including your pension, Thrift Savings Plan (TSP), insurance benefits, and everything in between to put together a plan right for you in retirement.

Our expertise includes:

Pensions
Whether you are new to the job, retiring early or retired, we will build a financial framework to help you achieve your goals. Beyond the benefits specific to federal government employees, your comprehensive plan will incorporate your other needs such as budgeting, cash flow, tax planning, and estate planning.

Thrift Savings Plan (TSP) Options
We will collaborate with you in selecting the best TSP strategy in light of your overall situation and retirement goals. Please see our TSP retirement planning page for more information on the TSP plan options you face and how we can help provide you clarity.

Insurance
As a federal government employee, you have access to the largest group life insurance program in the world, the Federal Employees’ Government Life Insurance (FEGLI). We will help you determine whether you need coverage in retirement, and if so identify the coverage available to you as a retiree so you can select the optimal combination for your situation.

Early Retirement
If you are a federal employee considering early retirement, we will work with you to determine if early retirement is feasible and, if so, draft a road map to get you there. As part of our planning, we will help you create a budget for retirement, calculate your retirement income, and address potential red flags such as age and years of service restrictions.

Your Personalized Plan
Whether you are new to the job, retiring early or retired, we will build a financial framework to help you achieve your goals. Beyond the benefits specific to federal government employees, your comprehensive plan will incorporate your other needs such as budgeting, cash flow, tax planning, and estate planning.

If you are interested in seeing how a federal employee financial advisor can help you make a smooth transition into retirement, please contact us.

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