Cash Flow • Investment Management • Taxes
Retirement Planning for Federal Employees. Located in Springfield, IL, we work with federal employees throughout the United States.
Work With Brad
Retirement advice from a fiduciary that charges a flat fee.
How We Work Together
Zoom meetings and technology provide a method for me to work with federal employees across the United States.
Fee Only Advice
What does it mean to provide fee only advice? It simply means that I am never paid a commission. I am compensated by my clients only.
There are a number of details involved in the process such as getting organized, investment analysis, tax planning, estate planning and more.
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.
TSP Distributions and Tax Planning for Federal Retirees
Federal employees will face a challenge in retirement – figuring out how to spend their money versus accumulating it. After spending 30+ years saving and investing, distributing funds can be daunting, but it’s exactly what’s needed in retirement. Tax planning during the
FERS Retirees May Want to Delay Social Security
The effective tax could be a great reason for FERS retirees to delay their Social Security until later in retirement.
Should a FERS Retiree Buy a House in Retirement
It’s not uncommon for a federal employee to retire and buy a house later. I have consulted on this topic three times in just the past few weeks. The biggest question retirees have is if they should take the funds
