Retirement Planning for Federal Employees
Compass Financial Group
Compass Financial Group is a comprehensive financial services firm that aids federal employees in San Antonio and beyond in charting their course to and through retirement.
As the only FedImpact-educated advisory in San Antonio, Compass Financial Group is one of the few financial firms with an extensive understanding of federal benefits. We understand the unique challenges federal employees face when planning for retirement and provide you with the tools to navigate your federal benefits — so you can sail into retirement confidently.
CONFIDENTLY SAIL INTO RETIREMENT
CHART YOUR RETIREMENT COURSE
Imagine you were lost at sea without a compass. Sometimes, that’s how planning for retirement can feel. At Compass Financial Group, our dedicated 4-Step Course to Retirement is designed to help you plan confidently, so you can retire confidently. More than most, federal employees need custom-tailored retirement solutions built by professionals who understand the intricacies of their benefits. Compass Financial Group exists to bridge this gap.
STEP 1 – INTRODUCTION
Our first appointment will be a no-obligation opportunity for us to get to know each other better. During this fact-finding stage, we will ask a series of questions in order to find out more about your current financial situation and your goals for the future. If you are a federal employee, we also provide an overview of your Federal Benefits along with general financial planning and retirement concepts that may be incorporated as part of our recommendations.
STEP 2 – COMPREHENSIVE REVIEW
Reviewing your personalized Federal Report is essential for understanding the benefits you are entitled to and utilizing those to enhance your retirement. We will also discuss areas that could be enhanced from the private sector, which could enable you to receive the best of both worlds. These recommendations will be customized to your specific situation and goals. We will take as much time as needed for you to fully understand and ask as many questions as you may have. Once we have made the decision to proceed with the recommended strategy we will begin implementation. We will be with you through every step of the implementation phase to ensure that:
- We answer all your questions & concerns.
- Keep you up to date on the progress.
STEP 3 – ROUTINE REVIEW
Semi-annual or annual financial reviews are part of the quality and service commitment to provide ongoing, proactive financial oversight for you. Your needs can change over time and by scheduling regular reviews we can better anticipate any needs before they happen. We also host regular financial and educational workshops, which you are invited to attend anytime throughout the year as an opportunity for a financial refresher, as well as an information exchange.
STEP 4 – CREATE YOUR LEGACY
As your wealth accumulates we can assist with creating your legacy. With the help of a third-party estate planning attorney, this step will assist with the secure transfer of assets to your spouse, other family members or charitable bequests, as well as the eventual creation of a living legacy.
Retirement Resources
Download Our Complimentary Guide
Bucket Strategy Guide
Protect Your Retirement From Recession
A retirement strategy is all about affording the lifestyle you want in your later years. For most of your life, you worked hard to save for your retirement as best you could. But now, it’s about turning those savings into an actionable plan that affords you the lifestyle you planned for as safely and efficiently as possible. You’re likely faced with these questions: What do you want your retirement to look like, and how much income do you need each year to make it happen?
