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).

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