Financial Advisor for Federal Employees
- Financial Planning
- Investment Management
- Taxes
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.
(More than 100 articles)
- Brad Bobb, CFP®
- Brad Bobb, CFP®
- Brad Bobb, CFP®