PlanWell Financial Planning

After helping Feds for 30+ years, we have seen a recurring theme: federal retirement planning is complex and confusing. Often, we see federal employees seek help from a Financial Advisor who is not qualified or lacks expertise in FERS, CSRS, FEGLI, FEHB, FLTCIP, SRS, and TSP. As a result, costly mistakes can be made for you and your family. Our team of CERTIFIED FINANCIAL PLANNER and Chartered Federal Employee Benefits Consultants (ChFEBC) specialize in retirement planning for federal employees. We are trained to provide guidance based on your federal service and financial situation. Sign up for our retirement planning webinars for federal employees today! FERS webinars that cover every benefit in under 3 hours.