We're the Experts in Federal Retirement Planning
When it comes to Federal Employee benefits and retirement planning, don’t trust just anyone. My Federal Plan is dedicated to helping you maximize benefits and retire with peace of mind.
My Federal Plan & You
Our network of agents and financial advisors work with federal employees every day to understand their government employee benefits and retirement planning.
Federal Employee Benefits
We help you plan every step of the way
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How We Can Help With Federal Employee Retirement Planning
My Federal Plan works with our network of licensed agents and financial advisors to facilitate meetings with federal employees that have individual retirement questions.
Our number one priority at My Federal Plan is to use our years of experience educating our clients on their federal pension and insurance benefits and how they fit into an overall retirement plan to help our clients enjoy the rewarding retirement they deserve.
For your convenience, we offer fully electronic appointments. Through our live interactive meeting platform, a licensed agent or financial advisor can meet “virtually” with you. Our virtual meetings allow employees to receive the honest and reliable financial advice they deserve on their own time.
When you contact us for a free review and consultation, you’ll have the opportunity to meet with an experienced agent or financial advisor focused on serving public sector employees who will give you a complete review of your retirement and financial plan so you can be assured you’re doing the right thing for you and your family.
Years of Experience Helping Public Sector Employees with Their Financial & Retirement Planning
- Federal Employees Retirement System (FERS)
- Social Security Planning
- Thrift Savings Plan (TSP)
- Pension Benefits
- Federal Employees' Group Life Insurance (FEGLI)
- Private Life Insurance & Annuities
- Taxable & Non-Taxable Retirement Investment Accounts
- Debt Management
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States That Won’t Tax Your Federal Retirement
It’s no secret that the United States tax system is complex. With tax rates and rules changing every year, it’s hard to keep track of