Broker Check

Servicing Federal Employees


Tailored Approach

for our

Federal Employees Clients

Federal Employees have great benefits, but it is easy to make mistakes.  Our approach in working with our Federal Employees clients is simple and straightforward: we will help you find the next local workshop so you can learn as much as possible, then, complimentary, we will offer you a complete analysis of all of your Federal Benefits, and we will point out if there are 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 when appropriate, I will point out areas where we may be able to help.   

Our Promise to You

When possible, we will sponsor a comprehensive Federal Retirement Impact Workshop from ProFeds.

ProFeds offers a complimentary "Federal Retirement Impact Report" for you and your spouse and if you want it, I will help you request it, and I will further help you review the report in detail, carefully going through any of the recommendations.  The report does not contain any product of any kind, it will only show your current benefits, how to use them, and what they will look like when you are ready to retire from the Federal Government.

If in the future you need my services, you will always be welcome, and I will be here for you and your family when the time comes.


My Training

I have taken plenty of time and effort to follow through the specialized training ProFed offers to financial professionals interested in serving Federal Employees and their families.  The aim is 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 the best options for you.  


Useful Link(s)

For more information on Federal Benefits please visit

https://www.myfederalretirement.com/  

For the next workshop

https://fedimpact.com/gm/