Retirement Planning for Federal Employees
- Cash Flow
- Investment Management
- Taxes
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.
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.
