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Federal Employees Benefits & Financial Planning Seminars

We Can Help You
Plan For Your Future!

Our individual consulting service is a thorough yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we develop customized financial strategies for turning your goals into reality.

Current Financial Position

Helps you evaluate the impact of life events on your finances and gives you strategies for dealing with them.

  • Determine current income and expenses

  • Determine current and projects net worth

  • Establish an Emergency Fund

Protection Planning

Pinpoint gaps in your financial safety net and shows how to close them.

  • Protection for you and your family in the event of death.

  • Protect your income in the event of a disability

Retirement Planning

Provides a strategy for maximizing your retirement income or insure you are taking the appropriate steps to achieve your retirement goal.

  • Estimate retirement income and expenses

  • Determine retirement savings needs

  • Determine how to distribute your retirement funds

Planning for the Future

Explore the consulting options you have with FedAdvantage

Current Financial Position Services

  • Cash Management

  • Financial Planning

Protection Planning Service

  • Life Insurance Planning

  • Disability Insurance Planning

  • Long-Term Care Insurance Planning

  • FEHB Plan Comparison

Retirement Planning Service

  • Federal Retirement Benefits Report

  • Retirement Planning

  • Social Security Maximization

Want to find out more? Complete our Request for Individual Consulting form and a FedAdvantage team member will contact you.

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