PlanWell Financial
At PlanWell Financial, we have been helping federal employees for 30+ years. Your federal benefits are complicated and confusing. HR would be a logical place to start when seeking answers, however, it can prove to be an empty effort. HR has been tasked to assist with paperwork and not provide individual recommendations. Often, we see federal employees attend retirement planning workshops that are packed with information that is irrelevant to your financial situation resulting in more confusion. You may have sought advice from a Financial Advisor, but they lack the training or expertise in retirement planning for federal employees. At worse, making recommendations that lead to costly and irrevocable mistakes for you and your family. Our team of Financial Planners have the experience and credentials to help lead you through a trusted retirement process that has been designed only for federal employees. Every client-facing Financial Planner is a CERTIFIED FINANCIAL PLANNER™ and Chartered Federal Employee Benefits Consultant (ChFEBC).
Upcoming PlanWell Financial Events
PlanWell Financial's 3 Hour Federal Retirement Webinar for FERS employees:
Federal retirement workshops designed to cover every benefit in only 3 hours. We have cut out all the unrelated content that causes these retirement workshops to drone on for 8 hours or even 2 full days. If we haven’t answered your question, one of our Chartered Federal Employee Benefits Consultants (ChFEBC) will personally answer them for you at no cost. All attendees receive a custom Federal Employee Benefits Report.
Topics Covered:
- FERS Pension
- Survivor Benefit
- Social Security
- Special Retirement Supplement (SRS)
- FEGLI
- FEHB
- Federal Long-Term Care (FLTCIP)
- TSP
What to Expect-
- Build your confidence in preparation for FERS retirement
- Understand each benefit federal employees and spouses are entitled to
- Help you make smarter decisions for your retirement
- Provide direction on where to start regardless of the stage in your career
- Easy to follow framework to know you are financially ready to retire
- Challenge your thinking and help to take action
In the Meantime -
Check out are top-notch sick leave, FERS, TSP, and SRS calculators!