318 West Adams Street
Federal Employees have great benefits, but it is easy to make mistakes. Our approach to working with our Federal Employee Clients is simple and straightforward: When possible we will sponsor a workshop, either in person or virtual, so you can learn as much as possible, then, complimentary, we will offer you a complete analysis of all of your Federal Benefits, we will see where you are, where you want to be, and point out any gaps in need of attention, either now or in the future, to make sure you and your family are taken care of. Later, and IF it makes sense, I will point out areas where we may be able to help you.
However, even when we connect and offer the analysis to hundreds of federal employees, only a very few will ever become clients, since we only take clients where we can make a significant impact in achieving all that is important to them. For which we have our Total Client Profile Process.
When possible, we will sponsor a comprehensive Federal Benefits Workshop or Webinar from one of our selected providers.
The workshops or webinars are a service to you, and are for general information purposes only; but for those having specific questions, we will offer a minimum of two complimentary sessions to a LIMITED number of participants, since the process is involved and time consuming. Also, we noticed many other workshops are there with the main objective to sell you annuities, and move over ALL of your TSP into that product; but, we cannot do that, our compliance department won’t allow it. However, there is a place for some of those products but that is only discovered after a Total Client Profile process is complete, which we will invite select federal employees to participate.
I have spent plenty of time and effort in specialized training offered to financial professionals interested in serving Federal Employees and their families.
My story was similar to most financial professionals, where we had friends or knew people working for the Federal Government but didn’t have the information needed to help them. In my case, I wanted to help my friends, so I did everything I could to learn as much as possible about the Federal Employees Benefits.
My aim was to become familiar with things like the differences between the CSRS and FERS; the Survivor Benefit Plan (SBP); the participation and impact of Social Security (SS); the particulars of the Special Retirement Supplement (SRS) and who can get it; the features of the Federal Employees' Group Life Insurance (FEGLI); the Federal Employee Health Benefits (FEHB); the Federal Long Term Care Insurance (FLTCIP); and the Thrift Savings Plan (TSP). As well as identifying the correct forms to use; the common mistakes people make, and what to do and what to avoid, and how to find suitable options for you.
TO CONTACT ME
If you have specific questions, you are welcome to reach out to me and we’ll find a time that works for you to connect.
312-262-1615 office direct
For the next workshop
For the Federal Benefits Analysis