Federal employees are severely underserved when it comes to their financial planning. Feds have complicated benefits that can leave them somewhat confused and frustrated. Fewer than 50% have calculated how much they need to save for a comfortable retirement, and less than 25% have ever worked with a financial professional.
As a boutique wealth management practice, we focus specifically on guiding hard-working federal employees and your families to make informed choices about your money, so you feel confident about your decisions during all stages of your distinguished career as well as during retirement.
As a leading boutique wealth management practice in the Greater Washington area, we are proud to partner with the industry’s leading companies to create value by providing tailored solutions and an unparalleled personalized experience for you.
We understand your unique benefits.
Federal employees have unique planning needs — balancing your exceptional government benefits with the rest of your sometimes-complex financial picture. We have the knowledge and expertise to help you integrate your rich federal benefits with your overall portfolio to create a comprehensive and holistic plan that encompasses your lifelong financial dreams.
Our staff has extensive knowledge of your federal benefits including:
- CSRS & FERS Pensions
- Survivor Benefit Plan
- FERS Supplement
- Social Security
- Federal Employees’ Group Life Insurance (FEGLI)
- Federal Employees Health Benefits (FEHB)
- Federal Long-Term Care Insurance Program (FLTCIP)
- Thrift Savings Plan (TSP)
Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs and helps federal families to make the most of these benefits — both while working and in retirement.
Our goal is simple — to help you make confident choices so you can Retire Happily Ever After!
To help you along your journey, we encourage you to join one of our powerful and insightful In-person workshops, which will leave you empowered and motivated to act.
We partner with ProFeds, a leading provider of Federal Retirement Benefits training. ProFeds is a GSA Schedule Contract Holder providing retirement training in accordance with the Office of Personnel Management’s (OPM’s) financial literacy objectives.
Our Federal Retirement Impact Workshop gives you candid, no-nonsense information.
The employees who typically benefit most from this workshop are within 5‐10 years of retirement. Those closer to retirement often have specific questions and concerns regarding retirement decisions to be made — and that makes this workshop particularly relevant to their situation.
Register for our upcoming Federal Retirement Impact Workshop today, so we can help you take the guesswork out of retiring from federal service.
Download the Guide
Concerned about long-term care?
Seven in 10 Americans age 65 and older will need some type of long-term care. This guide can help you understand possible costs and solutions, including:
- Strategies to help protect your potential caregiver from financial burden
- How much long-term care costs are expected to rise
- The true impact of long-term care
Guarantees and protections provided by insurance products are backed by the financial strength and claims-paying ability of the issuing insurance carrier.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.