One thing that I always want to do at Bobb Financial is enjoy my client relationships. Even though we serve a variety of clients across all age groups, one quality our clients share is that they are good people we enjoy working with.
We have found that both parties need to enjoy the relationship for it to be a good long term fit.
If you fit the above qualities then we would love to talk and see if we are a good fit. Book a complimentary consultation.
FEDERAL EMPLOYEES
If you are a federal employee you may have questions such as:
- How is my FERS annuity calculated?
- How does the FERS supplement work?
- Do my survivors receive benefits?
- How does the TSP work?
- How TSP withdrawals work when I retire?
- Should I take advantage of FEGLI?
- How will taxes impact me in the future?
- When should I collect Social Security?
- How much retirement income will I have?
Or, you may be overwhelmed by the slew of acronyms that are part of your benefits such as CSRS, FERS, FEHB, TSP, FEGLI, FEHB, VCP.
Your financial well-being and retirement are too important for confusion to be part of the equation.
I have received professional training on federal employee benefits and have been working extensively with federal employees since 2007. As a federal benefits specialist, I have done presentations at FSA, Rural Development, BOP, SSA, ATF, FBI, OSHA, US Marshals, ARS and the EPA, to name a few.
Whether you are part of the old CSRS system or FERS, I can help you interpret the maze of federal acronyms and assist you along your retirement journey. A typical start to that journey involves putting a plan together that shows you how your benefits will work together to provide a retirement cash flow.
Click here to see how we have helped federal employee clients with their finances.
GOOD PEOPLE
Seriously, we enjoy working with good people that treat others they way they would like to be treated.
While federal employees are our main focus, we have some clients that are young doctors, power companies retirees, and retirees in general that are looking for independent fee only advice.
Schedule a phone call to see if we are the right fit for you.