federal-employee-retirement-benefits

Chartered Federal Employee Benefits Consultant (ChFEBC)

Your Partner in Federal Employee Retirement Planning

Navigating the complexities of federal employee benefits and retirement plans requires specialized expertise. Financial planners who aren’t aware of the ins and outs of federal entitlements often miss key benefits that can affect the lifestyle you could enjoy in retirement. If you’re retiring from a federal job, or the military, you need an expert to help you make the most of your hard-earned money. You need a ChFEBC.

What is a ChFEBC?

A Chartered Federal Employee Benefits Consultant (ChFEBC) is a financial professional with in-depth knowledge and training in all aspects of Federal Employee Benefits, including:

  • The Federal Employee Retirement System (FERS)
  • Civil Service Retirement System (CSRS)
  • Thrift Savings Plan (TSP)
  • Survivor Benefits
  • Federal Employees Group Life Insurance (FEGLI)
  • Federal Employees Health Benefits (FEHB)
  • Medicare
  • Social Security
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Why Work With PlanWell Financial Planning?

As a federal employee, your retirement planning is unique, and it’s essential to have a guide who understands the intricacies of federal benefits. A ChFEBC consultant at PlanWell Financial Planning is your dedicated partner, providing tailored guidance and support throughout your retirement journey. Let’s take a look at the first steps we will be taking together:

Discovery: Understanding Your Needs

Your journey with PlanWell Financial Planning begins with an introductory meeting. Bring your Leave and Earnings Statement (LES), TSP statement, and Social Security summary. During this session, you’ll complete a financial questionnaire to help us understand your goals, concerns, and priorities.

Benefits Report & Action Items: Personalized Insights

One of the most valuable aspects of working with a ChFEBC at PlanWell is the comprehensive benefits report you’ll receive. This report covers estimates and details for various aspects of your federal benefits, including:

  • FERS/CSRS Pension
  • Survivor Benefit
  • TSP
  • FEGLI
  • FEHB
  • Medicare
  • Special Retirement Supplement (SRS)
  • Social Security
  • Sick Leave Conversion 
  • Annual Leave Payout

This report is a powerful tool that empowers you to make informed decisions about your retirement, and it is yours to keep, whether you decide to work with us or not. 

We will also provide you with a list of actionable steps, uniquely tailored to your financial situation. These action items bridge potential gaps in your financial plan, but rather than a “to-do list,” they serve as an educational opportunity to understand the rationale behind each step.

Partnership: Your Retirement Ally

Choosing to work with a ChFEBC at PlanWell Financial Planning means entering into a partnership focused on your financial well-being. Your consultant not only helps you address immediate action items but also ensures your long-term financial goals are on track. Whether you’re nearing retirement or just starting your federal career, this partnership is built to guide you through the complexities of federal benefits so you can make the most of what you have

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ChFEBC Reston, VA

For federal employees seeking a Financial Planner who has received specialized training in federal benefits and retirement paperwork, a ChFEBC is what you are looking for. You need a Chartered Federal Employee Benefits Consultant℠ who is trained in your specific retirement paperwork. For years, federal employees have had a local Human Resource representative in their agency to help them complete their OPM (Office of Personnel Management) retirement forms on a one-on-one basis. Most federal agencies no longer do this for their employees. The forms can be difficult to understand and there are lots of them. If these forms are incomplete or incorrect it can result in a long delay for that federal employee to receive their retirement compensation. We can help you to complete your paperwork.

Federal Retirement Planning

At PlanWell, we are focused on federal retirement planning. If you have additional federal benefit questions, reach out to our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Federal Employee Benefits Consultants (ChFEBC℠). Choose a Financial Planner for federal employees. We provide federal retirement planning workshops for federal employees. Federal retirement planning webinars for federal employees, designed just for Feds! Learn more about our process designed for the career federal employee.

Preparing for a federal retirement? Check out our scheduled federal retirement workshops. Sign up for our no-cost federal retirement webinars here! Make sure to plan ahead and reserve your seat for our FERS webinar, held every three weeks. Interested in having PlanWell host a federal retirement seminar for your agency? Reach out, and we can collaborate with HR to arrange an on-site FERS seminar.

Want to fast-track your federal retirement plan? Skip the FERS webinar and start a one-on-one conversation with a ChFEBC today. You can schedule a one-on-one meeting here.

Federal Retirement Workshops - FERS Webinars

Sign up today for our FERS webinar here. Federal retirement webinars designed to cover every benefit in only 3 hours. The FERS workshop covers: FERS pension, survivor benefit, Social Security, Special Retirement Supplement (SRS), Thrift Savings Plan (TSP), Federal Employee Group Life Insurance (FEGLI), Federal Employee Health Benefits (FEHB),  and Federal Long-Term Care Insurance Program (FLTCIP). Interested in having PlanWell host a federal retirement seminar for your agency? Reach out, and we can coordinate with your agency’s HR to have an on-site federal retirement seminar. PlanWell can do a FERS seminar or CSRS seminar. 

Financial Planner for Federal Employees Near Me

Secure your financial future with the expertise of a Financial Advisor for government employees near you. Choose PlanWell Financial Planning and benefit from our experienced federal retirement planning specialists. Choose a Financial Advisor for federal employees. Contact us today to embark on your journey toward a secure and prosperous future.

Chartered Federal Employee Benefits Consultant Near Me

Plan your federal retirement with the expertise of a Chartered Federal Employee Benefits Consultant near you. Choose PlanWell Financial Planning to sit with a Financial Planner for federal employees and benefit from our experienced ChFEBC team. Contact us today to receive your personalized FERS estimate.