Financial Advisor for Federal Employees

FERS Retirement Planning

Located in Springfield, IL, we work with federal employees throughout the United States.

Flat-Fee Fiduciary Advisor

Fiduciaries are required by law to always act in your best interests. Flat-fee billing keeps our interests aligned and can save you thousands in fees over the long term.

serving federal employees everywhere

Zoom meetings and technology provide a method for me to work with federal employees across the United States.

Fee-Only Advice

I am never paid a commission or given kickbacks for recommending particular financial products. I am directly compensated by my clients.

FLAT FEE FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

Our Financial Approach

At Bobb Financial, our process can be broken down into the following steps:

Getting to know each other
Analysis
Recommendations
Monitoring your plan.

There are a number of details involved in the process such as getting organized, investment analysis, tax planning, estate planning and more.

How Will We Work Together?

Zoom meetings and technology provide a method for me to work with federal employees across the United States. I do have some local clients that prefer face to face meetings but the majority are virtual meetings via zoom or phone calls.

We provide a secure method of transferring data to each other. We also give clients a login and website, or a phone app to stay up to date on their accounts.