We work with late career/retired feds who have saved enough to retire, and are trying to figure out how all the pieces of their retirement plan come together most efficiently.

They have specific questions like:

  – How do we develop the right withdrawal and income strategy?

  – How can we save on taxes and keep more of what we earn?

  – When do we take Social Security? What about Medicare with FEHB?

  – How should we be invested in each phase of retirement?

  – What if we leave a legacy to our family or community? What’s the best way to do this?

You’re not alone in feeling overwhelmed. Federal employees have some of the best benefits around but the rules can be complex.

Many feds attend seminars to gain clarity but often leave confused. Some seek help from financial planners that don’t have the training nor expertise to offer FERS retirement help. We’ve found that federal employees are often underserved by their advisory relationships, finding themselves in a frustrating search for answers or end up making costly mistakes.

We have a deep knowledge of federal benefits and intimately understand the challenges that wealthy feds face. So we created a program to educate federal employees about financial planning specifically for them, and offer personalized retirement planning to those who want some help.

Simplifying your FERS benefits, and helping you make the most of them.

As experienced and fiduciary retirement planners in the Washington, DC area, let us help you feel empowered and confident in your plan throughout retirement. We’ve created and collected resources on this website that can helpful. If you need additional support, we are here and offer a customized approach to turning a wealth of ideas and resources into a blueprint that represents the life you want to live.