Our Services
The entire process is focused on you
Income Planning for Life
A lasting and dependable income plan to carry you through your retirement could be the difference between a retirement of fun and a retirement of worry. Americans are on average living longer than ever before, meaning the average time spent in retirement is also increasing. One of the biggest fears almost every Retiree has, is running out of money. So, retirees need to create dependable income. They need a guarantee they’re not going to run out of money for as long as they live. That sounds pretty simple, but it’s often very difficult for retirees to figure out how to do this. They often get conflicting advice. To help eliminate the fear of running out of money you must establish “Certain Income". Certain income is income that is guaranteed to be paid to you for as long as you live, making sure you have enough money to pay for all of your wants and needs.
At Retire A Fed, I will help you navigate the unique benefits and regulations that apply to you as a federal employee..
I have found the single best way to help federal pre-retirees stop worrying about their money, is to make sure their income is guaranteed to be paid to them, every month, for as long as they live.
At Retire A Fed, I will help you navigate the unique benefits and regulations that apply to you as a federal employee..
I have found the single best way to help federal pre-retirees stop worrying about their money, is to make sure their income is guaranteed to be paid to them, every month, for as long as they live.
Portfolio Risk Management
Think back to 2008. Were you affected? Right now, if the stock market crashes, how much will you lose? You may have no idea and it may be more than you think, and a lot more than you could withstand. It’s imperative you know how much risk you are taking. I can help you prioritize your number one financial goal: Whether it be asset protection and providing income or asset accumulation and leaving a legacy.
TSP/ 401K Rollover
Are you getting the most out of your old 401k, or current TSP ? As a federal employee you have options. Together we can discuss what option is best for you.
Life Insurance Planning
Life Insurance can be so much more than just a death benefit. It can be just as powerful a tool in your retirement toolbox while you’re still alive . I understand the unique challenges and responsibilities that come with being a federal employee. Life insurance policies are meticulously crafted to align with the federal benefits you receive. I can show you the best way for you to use your federal life insurance plan along with an outside plan, to most protect your retirement, and your loved ones.
Whatever option YOU decide is the best fit (term, whole life, indexed universal life, final expense ), your loved ones will be financially secured. Providing you peace of mind.
Whatever option YOU decide is the best fit (term, whole life, indexed universal life, final expense ), your loved ones will be financially secured. Providing you peace of mind.
legacy planning
Most of my clients want to make sure they have enough money for as long as they live, avoid large losses, enjoy a wonderful retirement, use their assets to create income, and pass whatever is left to their beneficiaries. Some clients want to leave as much money as possible to their loved ones, while others don’t want their lifestyles to suffer simply to leave a larger legacy.
Together we can craft plans that meet the personal desires you have for yourself and your family.
Together we can craft plans that meet the personal desires you have for yourself and your family.
Long-Term Care Planning
We all hope we’ll never need it, but few can afford to be caught without it. Healthcare costs can be some of the most expensive and unexpected, lets make sure you are prepared for such instances should the day ever come when you need to be cared for.
