Federal Retirement Planning

Understand Your Benefits

As a Federal employee, it is important to understand the parts of the Federal Employees Retirement System (FERS). There are three elements that need careful consideration: a Defined Benefit Plan, Social Security, and Thrift Savings Plan (TSP).

Work with a Chartered Federal Employee Benefits Consultant ChFEBC℠

The ChFEBC℠ designation is important because it enables an advisor to help Federal employees better understand and maximize the benefits available to them. The Federal retirement benefits are complex and constantly updated requiring specific expertise in order to be able to best navigate them. Deb’s designation as a Chartered Federal Employee Benefits Consultant means she has undergone extensive training and has a thorough understanding of CSRS and FERS retirement annuities, the Thrift Savings Plan (TSP), and other benefits that only federal government workers may have.

Get assistance with:

  • Pension Income Maximization 

  • Federal Retirement Planning                  

  • Retirement Income Planning

  • Social Security & FERS Supplement

  • Fee-Based Asset Portfolio Management

  • Estate and Charitable Trusts

  • Wealth Planning for Family Legacy

  • Tax Efficiency

Customized, detailed financial planning for Federal employees.

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Customized, detailed financial planning for Federal employees. 〰️

Reach out to see how we can help you plan for your future!