Do you know where you are and where you want to go?
At Federal Retirement Strategies, we serve the unique needs of federal employees just like you. We work with you to properly coordinate your benefits within the federal benefits package and help you maximize your benefits.
Our goals are to assist you in understanding the areas where your existing elections will contribute to a reliable retirement income future and to inform you where those same benefits are deficient and may not lead to a positive impact for your retirement. As a federal employee, we understand that retirement income planning can be complicated. Our job is to walk you through all the options and assist you in choosing an approach that works for you and your family.
What Federal Retirement Strategies offers:
Federal benefits form completion.
Tax-free retirement income planning strategies.
How Social Security works with federal retirements.
Retirement benefit workshops.
Retirement income package counseling and completion.
“What federal benefits do I have and when can I retire?”
Our team needs to know where you are and where you want to go, so we can help you make a plan for your short- and long-term goals. If you’re a federal worker, that plays a part.
“What state are my finances in right now?”
Our team needs to know where you are to help you get where you want to go.
“Can my agent help me build a plan for the next year, and the next three to five years?”
There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a plan for your individual situation. Our team gives you the tools. It’s your job to make the decisions.
“Will my agent help me stick to my plan?”
Everything leads up to this point. You have to execute on what you agreed on with our team or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
“Is the plan continuing to work? Will my agent help me adjust my plan based on evolving risk tolerances and life circumstances?”
Change is constant. As times evolve, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
Federal Retirement Strategies is not affiliated with any government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Federal Retirement Strategies.