Retirement Planning for Federal Employees

Cash Flow • Investment Management • Taxes

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


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.


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