HELPING FEDERAL EMPLOYEES

ESTATE PLANNING | EMPLOYEE BENEFITS | INSURANCE | RETIREMENT | INVESTMENTS | TAXES

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Federal Employee Benefits

Maximizing your Federal Employee Benefits. Confirming when the most optimal time for you to  to retire. The retirement process and the your timeline with human resources and office of personnel management. 

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Estate Planning

Creating your estate plan based on your rules values and principles. Gathering your estate planning documents with our legal experts. Putting together your estate planning team. Reviewing your estate plan for changes within your family dynamics

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Insurance

Reviewing your FEGLI and private life insurance and FEHB health insurance plan. Long Care Term planning to prevent your assets from depleting. 

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Retirement

Going over your retirement income from your FERS pension, Social Security, or Thrift Savings Plan or other outside income and investments, to insure you do not run out of money at retirement. You will know the most optimal time you are able to maximize your social security benefit. Possibly having to use your Tsp or other investments to supplement your income income 

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Investments

Investment management to make sure your Tsp or other outside investments are performing based on what you are looking to get accomplished. How to withdraw money from your Savings Plan and how to protect and grow your Thrift Savings Plan simultaneously. 

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Taxes

Tax planning is essential in growing your net worth. We keep our relationships up to date on changing tax laws, new tax deductions and tax credits. You will also tax plan through out the year to make sure we are filling you are filling your tax returns properly. And give recommendations on Roth IRA conversations.   

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Fed Advisors, Inc and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Fed Advisors, Inc a Registered Investment Advisor in the State of Ca. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ca or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

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