Who We Serve
Retirement planning for Federal employees can be exceptionally complicated. Not only are there multiple programs you can fall under, each one has its own set of complex rules.
Our team will analyze your income needs for today and tomorrow, then help you develop and implement a plan so you can live the life you’ve imagined in retirement. We can also offer recommendations regarding the most appropriate distribution strategy for your employer-sponsored retirement plans and IRA’s.
What Sets Us Apart
The Chartered Federal Employee Benefits Consultant(SM) designation demonstrates training about FERS, CSRS and Special Provisions (LEO, FF, ATC, CBPO, MRT) and means designees can provide answers to your questions about your TSP, FEGLI, and Social Security.
Goal Planning and Monitoring (GPM) – Gain confidence with a clear understanding of how various factors would impact your plan. Use current assets, contributions, and withdrawals to compare results using average returns, bad timing, and a ‘probability of success’ that evaluates how well your portfolio performs in each of 1,000 different possible scenarios.
Riskalyze – Precisely define the risk you’re willing to take, then compare it to how your portfolio is expected to fluctuate (within a 95% probability) for the next six months. The cutting-edge technology and Risk Number® helps us quantify your tolerance for risk, discuss realistic expectations, and make appropriate adjustments.
Tax Return Analyzer
Holistiplan – Evaluate planning opportunities and various scenarios such as shifting income or converting to a Roth.
Social Security Analysis
Consider your full financial picture and compare social security claiming strategies to determine the most appropriate for you.
Wealth Management System
It’s Time to Pursue Greater Dreams with a Solid Foundation.
Riskalyze and Holistiplan are independent third-party service providers and are not affiliated with Raymond James. The projections or other information generated by investment planning software regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
Financial Planning For Federal Employees
With our in-depth understanding of federal government plans and one-on-one guidance, we can help you focus on what’s important. We’ll work together to build a financial plan so you can live the retirement life you’ve imagined and take care of the people you care about for the long-term.