RETIREMENT PLANNING FOR FEDERAL EMPLOYEES
If you’re feeling overwhelmed by your federal benefits, you’re not alone. Federal employees have some of the best benefits packages available, but they are multi-layered and complex. At Compass Financial Group, we believe that federal employees are underserved by standard advisory firms, and we aim to fill that void.
Uniquely qualified to serve your specific needs, our dedicated team takes the time to understand your finances and how they relate to your retirement goals, so you can live the retirement you deserve.
Why choose to work with Compass Financial Group?
We want to help you sustain your financial independence, so you can get the most out of retirement. Through our comprehensive retirement planning process, we will review your income, pension(s), social security options, and more, to show you your potential in retirement.
Details matter. We’ll analyze the details to help you maximize your results, enhance your lifestyle, and achieve sustainable financial independence.
Discover the difference of an experienced team of advisors who fully understand your positions, available options, and goals in retirement.
Schedule Your In-person or Virtual review!
Federal Employee’s Guide To Retirement
A foundation for your retirement life
Your financial strategy is the foundation of your retirement life. However, it can be difficult and complex to keep up with the changing financial landscapes, laws, and regulations, especially if you’ve been a federal employee and have worked for the government throughout your career. Creating your financial strategy is never a set-it-and-forget-it task—it requires maintenance and specific knowledge of how to best plan your retirement with the tools available to you as a current or former federal employee. So, we’ve put together the 5 key factors of retirement planning you should know.
San Antonio’s Only FedImpact Advisory
Retirement Resources
Attend A Federal Retirement Impact Workshop
Register for a Workshop Today!
Federal retirement benefits are often confusing and difficult to interpret. That’s why each month, Compass Financial Group and FedImpact host an extremely unique and highly sought-after CSRS and FERS benefits course where we break down complex concepts and comprehensively demonstrate how proactive benefit decisions could positively affect your overall financial situation.
Key Discussion Topics:
- Federal Pensions (CSRS & FERS)
- Survivor Benefit Plan (SBP)
- Social Security (SS)
- Special Retirement Supplement (SRS)
- Long Term Care Insurance (FLTCIP)
- Thrift Savings Plan (TSP)
Following the workshop, Compass Financial Group offers you the opportunity to review your specific situation and develop a personalized Federal Benefits Analysis together. This analysis helps to demonstrate the value of your benefits and identify key decisions to be made.
ProFeds is a nationwide support structure for financial professionals serving federal employees. The ProFeds team provides tailored training to financial professionals on the unique complexities of federal benefits to help them provide credible, top-notch financial planning services to their federal clients.