Federal Employees 

Enhancing Financial Decision Making℠

Financial Planning

We are here to assist you, do you have questions about your Federal Benefits?

 

Our goal is to help you answer these Key Questions:

1. How do I maximize my federal benefits and pension plan?

2. Am I on track for retirement?

3. How can I effectively distribute my paycheck to cover today’s expenses as well as future needs?

4. How do I avoid the common setbacks that may prevent me from retiring comfortably?

Federal Employee Benefits Analysis

Optimizations of Federal Employee FERS/CSRS/Military Income Planning

Optimization of TSP Asset Allocation and Diversification

Retirement Asset Distribution Planning

Understanding my Social Security & Medicare Benefits

 Federal Employee Education Webinar

02/26 12:00 PM EST

You’re invited to attend our education session where we explain the relationship between the FERS & CSRS pension programs, Social Security, Life and Health Benefits, and the Thrift Savings Plan. We will provide an approach to evaluate the important figures that impact your retirement. This webinar is intended for federal employees age 60 and up.

Asset Allocation, which is a method of diversification that positions assets among major investment categories, does not guarantee a profit or protection against a loss.

Equitable Advisors, LLC, its affiliates, and financial professionals are not affiliated or associated with any government or state agency (FERS, CSRS) nor any federal retirement program.  The information provided is based on our general understanding of the subject matter and is not created, or endorsed by, any governmental agency.