Process for Federal Employees
Discovery
Introductory meeting with one of our Chartered Federal Employee Benefits Consultants (ChFEBC). Bring your Leave and Earnings (LES), TSP statement, and Social Security summary. We will review a financial questionnaire and help answer any questions that are most important to you.
Benefits Report & Action Items
Review your personal federal benefits report. You get to keep the report. It will cover your specific estimates for the following:
- FERS/CSRS Pension Estimate
- Survivor Benefit
- Thrift Savings Plan (TSP)
- Federal Employee Group Life Insurance (FEGLI)
- Federal Employee Health Benefit (FEHB)
- Medicare
- Special Retirement Supplement (SRS)
- Sick Leave Conversion
- Annual Leave Payout
- Federal Long-Term Care Insurance Program (FLTCIP)
In addition, we provide a list of action items to consider in the short-term, long-term, and when important financial milestones occur. A list of actionable steps based on your specific financial situation. These action items help solve potential gaps in your financial plan. Instead of being given a list of “To Do” items, we use this time as an opportunity to provide education on the why and how.
Partnership
Engage in a partnership with us. We will help assist with completing your action items in the near-term and keep you on track for the long-term.
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.