What We Offer
Federal retirement benefits are often confusing and complex. We help show federal employees how proactive benefit decisions can positively affect their retirement and overall financial situation.
Federal employees are severely underserved when it comes to their financial planning. Feds have complicated benefits that can leave them confused and frustrated. Fewer than 50% have calculated how much they need to save for a comfortable retirement, and less than 25% have ever worked with a financial professional.
We understand your unique benefits.
Federal employees have unique planning needs—balancing their exceptional government benefits with the rest of their sometimes-complex financial picture.
Money Wise Retirement Planning has extensive knowledge of your federal benefits including:
Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs and helps federal families to make the most of these benefits—both while working and in retirement. Our goal is to always provide credible, top-notch financial planning services to our federal clients.
Our Federal Retirement Impact Workshop gives you candid, no-nonsense information.
Register for our upcoming Federal Retirement Impact Workshop today, so we can help you take the guesswork out of retiring from federal service.
If there is a workshop you wish to attend but it is full, contact us at firstname.lastname@example.org and get your name added to our waiting list.
Our firm is not affiliated with the U.S. government or any governmental agency.
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We are Money Wise Retirement Planning