Turn Your Years of Federal Service
Into a Retirement Worth Remembering
Retirement planning that transforms your federal benefits into opportunities for income, flexibility, and financial security.
You Have Questions About Retirement
When do we take Social Security?
How do we avoid large financial mistakes?
How should our investments shift throughout retirement?
Can we save on taxes and keep more of what we earn?
Is there a right or wrong way to withdraw income in retirement?
What’s the best way to leave a legacy to our family and community?
You’ve Served Others
for Decades.
When retirement comes calling, it’s time to focus on yourself.
You want a retirement that coordinates and connects
every resource available. We design retirement plans
for federal employees with a focus on:
Lowering Taxes
Balance taxes due today and throughout retirement with integrated, proactive tax planning.
Withdrawing Strategically
Determine the most effective way to create retirement income from your FERS, TSP savings, and other resources.
Preserving Wealth
Help your money last for your lifetime, giving you the confidence to truly live the retirement you earned.
Explore Our Success Stories
Getting It Right From The Start
The Martins have built a strong foundation and are confident in their ability to retire, but want to make sure they have a plan in place to address their taxes, withdrawals, and investments for this next phase of their lives.
Dual Federal Household
The Smiths had two sets of government benefits. Multiple pensions, several FERS and financial decisions, but no plan for managing them effectively in retirement. They were eager to bring everything together, while avoiding costly mistakes, before retiring.
Navigating a Financial Windfall
Laura Davis, a federal employee, received a large inheritance and wants to be prudent with this new wealth, as well as manage it with their existing retirement assets in a tax-friendly and optimized manner.
About RMG Advisors
If you feel overwhelmed by your options, you’ve come to the right place.
Federal retirement planning is
what we do every day.
- 40+ years of serving retiring feds as fiduciary advisors
- Deep understanding of FERS and how to align all aspects of your wealth cohesively
- Focused on the elements that impact you the most: taxes, income, and investments, not selling you products
As Seen In
Our 3-Step Process to Getting Started
Introductory Conversation
Tell us about yourself and what your vision for retirement looks like. We’ll be happy to answer questions about our firm and decide together if we might be a good fit.
Sleep On It
Once we’ve learned about you, shared more about who we are and what we do, we encourage you to take all the information provided and think on it before making any decisions.
Implementation
If you decide we’re the right financial partner for your needs, we’ll get started bringing your retirement vision to life. You’ll officially be welcomed into our RMG client community.
Explore Our Insights
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The One Expense That Can Wipe Out a Federal Retirement Plan
Read Case Study: The One Expense That Can Wipe Out a Federal Retirement PlanImagine you did everything right as a federal employee. You saved well, built up your TSP, earned your…
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These Problems May Be Quietly Hiding in Your Tax Return
Read Case Study: These Problems May Be Quietly Hiding in Your Tax ReturnYour tax return may look completely normal at first glance. But for federal employees and retirees, it can…
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This “Drive-By” Planning Will Cost Retired Feds Thousands
Read Case Study: This “Drive-By” Planning Will Cost Retired Feds ThousandsThere are two parts of retirement planning that, if you get them wrong, can have a major…