You've dedicated years of hard work and personal contributions, and now it's time to enjoy the rewards of your retirement plan. We understand you have many decisions to make about your retirement funds, and it's crucial to explore all your options before making any decisions that could dramatically affect your future.
As a federal employee, your benefits and retirement structures can be complex, making it overwhelming to navigate the necessary documents and understand your options. We can help you and your spouse/partner understand all your options to help you make informed decisions about your financial future.
Our team provides valuable support in several ways:
- Pension Understanding: We help retirees understand and optimize their pension benefits by utilizing planning tools to analyze your federal benefits and outside investment holdings.
- Strategic Income Planning: We assist in creating a comprehensive income plan that includes pensions, Social Security, and other retirement assets.
- Social Security Optimization: We analyze the impacts and benefits available to help clients maximize their Social Security benefits.
- Financial Planning: We offer retirement, college, tax, estate, and insurance planning. We work with you to analyze your situation, explore your options, and create a personalized plan unique to you and your family.
- Investment Management: We provide guidance on managing investments to help ensure long-term financial security by creating portfolios that offer diversification and proper asset allocation.
- Free On-Site or Zoom Education Seminars for your members: Topics specific to your request, available from one hour to full day classes
We understand that your retirement assets may be your largest asset, and we can help you make the decisions that are right for you. We have extensive experience in helping federal, state, city, and county employees choose the right course of action.
Our clients come from various public sector roles and associations, including…
- Federal Employees
- Federal Law Enforcement Agencies
- Military
- Fire Department
- Public Education
- Federal Law Enforcement Officers Association (FLEOA)*
*The Federal Law Enforcement Officers Association (FLEOA) is the largest nonpartisan, nonprofit professional association exclusively representing federal law enforcement officers. FLEOA is not affiliated with, nor endorses Waymaker Wealth Management, Raymond James Financial Services.
