At GRANTvest Financial, working with Federal Employees is one of our focus areas. We specialize in Federal Employee Benefits; we work with federal agencies and human resource individuals to ensure your retirement is a smooth process. As a federal employee you have a great retirement system; however, you have many choices and decisions to make, especially as you near retirement. These choices will be critical in determining how you protect and maximize your retirement.
We have trained retirement counselors to assist you with the process and help you evaluate your Thrift Savings Plan (TSP), Agency Pension, Social Security Income and more. Our retirement planners hold a Chartered Federal Employee Benefits Consultant Certification and are well-versed in the intersection of Federal Employee Benefits and Investment & Retirement Planning. The internet and water cooler are inundated with misinformation about your retirement benefits, so it can be difficult to navigate through this overwhelming process. Our advisors are also qualified Financial Planners who look at your Federal Employee benefits as a component and use those benefits to help develop a greater financial plan. One that takes your pension, survivor benefits, healthcare insurance, life insurance, social security, and TSP into account when structuring a comprehensive financial plan.
We will assist you in navigating the topics below…
Social Security: www.ssa.gov
Retire Your Risk: Your Income Risk Score
Federal Retirement Benefit Consultant: Anthony Caputo
Federal Retirement Benefit Consultant: Gregory Guenther