About Us
federal employees
Benefits workshops
federal employees
We specialize in providing financial planning advice to mid-career and pre-retiree federal employees. Focusing on federal employees allows us to understand your unique needs and the programs that effect your families. While no two clients are the same, the benefits you share are complex and require advice from a competent team that can un
We specialize in providing financial planning advice to mid-career and pre-retiree federal employees. Focusing on federal employees allows us to understand your unique needs and the programs that effect your families. While no two clients are the same, the benefits you share are complex and require advice from a competent team that can understand how they relate to your specific needs.
Federal employees understand how difficult it is to find a financial advisor that understands the complexity of programs like CSRS and FERS pension benefits. With our years of experience and extensive panel of experts, we can help families avoid costly elections, and guide them toward taking full advantage of their unique benefits.
federal agencies
Benefits workshops
federal employees
Agencies that desire assistance in fulfilling their responsibility to employees by providing benefits and retirement financial education programs can rely on us to help satisfy those requirements.
Federal agencies are required by the Office of Personnel Management (OPM) to provide retirement financial education for their employees.
Agencies that desire assistance in fulfilling their responsibility to employees by providing benefits and retirement financial education programs can rely on us to help satisfy those requirements.
Federal agencies are required by the Office of Personnel Management (OPM) to provide retirement financial education for their employees.
Benefits Administration Letter 11-104 dated March 25, 2011
The Office of Personnel Management mandates that pre-retirement training be made available to employees when they are within the 5 year window of being eligible to retire.
Benefits workshops
Benefits workshops
Benefits workshops
Our Benefits Workshop is a very unique CSRS and FERS benefits class focused on helping employees apply what they are learning in the classroom to their own situation. Instead of teaching at a very technical level regarding the benefit rules, we aim to educate employees to know the financial impact of retirement and benefit decisions, and
Our Benefits Workshop is a very unique CSRS and FERS benefits class focused on helping employees apply what they are learning in the classroom to their own situation. Instead of teaching at a very technical level regarding the benefit rules, we aim to educate employees to know the financial impact of retirement and benefit decisions, and to make those decisions carefully based on sound information.
While federal retirement benefits are often confusing and difficult to interpret, Federal Employee Benefits Specialists is able to break down complex concepts into easy-to-understand language to show federal employees how proactive benefit decisions can positively affect their overall financial situation.
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