Tampa, Florida

Federal Retirement Planning in Tampa

Home to CENTCOM, SOCOM, and MacDill AFB. Expert FERS retirement guidance for Tampa Bay's defense and federal workforce.

Service Areas in Tampa Bay

MacDill AFB

CENTCOM, SOCOM, 6th Air Refueling Wing, MARFORCOM

Downtown Tampa

Channelside, Ybor City, Westshore, South Tampa

Brandon

Brandon, Riverview, Valrico, FishHawk

Greater Tampa Bay

St. Petersburg, Clearwater, Bay Pines, Largo

Major Federal Employers We Serve

Combatant Commands

  • U.S. Central Command (CENTCOM)
  • U.S. Special Operations Command (SOCOM)
  • Marine Forces Central Command
  • Special Operations Command Central
  • Joint Communications Support Element

MacDill AFB & Military

  • 6th Air Refueling Wing
  • MacDill AFB Civilian Workforce
  • Army Reserve Aviation Command
  • Coast Guard Air Station Clearwater
  • Military Sealift Command

Other Federal Agencies

  • VA Bay Pines Healthcare System
  • James A. Haley Veterans Hospital
  • NOAA National Marine Fisheries
  • IRS Tampa Service Center
  • U.S. District Court Middle Florida

Upcoming Workshops

Virtual workshops available — attend from Tampa or anywhere in Florida.

Getting to Our Workshops

All workshops are virtual via Zoom. Perfect for MacDill employees and Tampa Bay federal workers.

From MacDill AFB

No need to leave base. Join our virtual workshops during lunch or after your shift. Works on any device with internet access.

From Downtown Tampa

Attend from home or office. Our Zoom-based workshops are designed for busy federal professionals on Eastern Time.

Virtual Option

All workshops delivered via Zoom. Whether you are at Bay Pines, Clearwater, or Brandon — attend from anywhere in Tampa Bay.

Why Tampa Federal Employees Choose PlanWell

PlanWell Financial Planning

  • Certified Financial Planners (CFP®)
  • ChFEBC℠ Federal Benefits Specialists
  • Fee-Based Fiduciary
  • Free 3-Hour FERS Workshop
  • 22-Page Personalized Benefits Report
  • DoD Civilian & Combatant Command Experience

Typical Tampa Financial Advisors

  • General financial credentials only
  • Limited FERS understanding
  • Commission-based products
  • No federal-specific workshops
  • Generic military retirement advice
  • Limited DoD civilian experience

Frequently Asked Questions

Are there FERS retirement workshops for Tampa federal employees?

Yes. PlanWell offers free 3-hour virtual FERS retirement workshops that CENTCOM, SOCOM, MacDill AFB, and VA Bay Pines employees can attend from anywhere in the Tampa Bay area. Sessions cover your FERS pension, TSP, FEHB, and survivor benefits.

Do you work with CENTCOM and SOCOM civilian employees?

Absolutely. Our Certified Financial Planners hold the ChFEBC designation and have extensive experience with DoD civilian employees at MacDill AFB, including those supporting CENTCOM and SOCOM missions. We understand the unique benefits and retirement provisions for defense civilians.

What makes PlanWell different from Tampa-area financial advisors?

PlanWell advisors are fee-based fiduciaries who specialize exclusively in federal employee retirement. We provide a free 22-page personalized benefits report, unlike commission-based advisors who may push products rather than provide objective FERS guidance.

Ready to Plan Your Federal Retirement?

Join Tampa Bay federal employees who've taken control of their retirement with expert guidance.