Federal Employee Investment Planning
We connect federal employees and retirees with independent, licensed financial professionals who may help them evaluate investment and retirement planning considerations based on their individual financial circumstances, goals, and risk tolerance. Investment decisions can be complex, particularly when they involve federal benefits, TSP accounts, retirement income, taxes, and other financial considerations. The professional you connect with can discuss these factors and help you evaluate available options.
Explore Your Investment Planning Options
Protect and Manage Your Wealth
An independent financial professional may help you evaluate strategies for managing your assets, investment risks, and long-term financial goals.
Evaluate Your Investment Strategy
Review your investment approach in the context of your retirement timeline, financial goals, and risk tolerance.
Understand Your Options
Connect with an independent professional who can explain investment and retirement planning options and discuss their potential benefits and trade-offs.
Work Toward Your Financial Goals
A professional you connect with can help you evaluate strategies that align with your individual circumstances and long-term financial objectives.
Calculate Your Paycheck or Review Your TSP Strategy
Connect With Independent Investment Professionals
Wealth Management Consulting Services: Your Trusted Partner
Your financial journey is unique, and it requires a tailored strategy that adapts to your life’s changing needs. Our connected advisors understand that wealth management is about more than just figures – it’s about building a secure future for your ambitions. They offer expertise in the following areas:
Depending on your needs, a professional you connect with may help you:
- Evaluate your retirement income needs
- Review investment options and risk considerations
- Consider how TSP and other retirement accounts fit into your overall strategy
- Coordinate income, tax, and investment considerations
- Evaluate Social Security and other retirement income sources
- Consider estate planning and asset-transfer goals
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Your Financial Goals, Their Priority
At the heart of these services is one clear commitment: you deserve the best financial future. The advisors we connect you with are devoted to wealth management, offering not only professional expertise but a genuine concern for your financial well-being.
- Independent guidance tailored to your circumstances
- Review of investment and retirement strategies as your goals evolve
- Consideration of income, taxes, investments, insurance, and legacy planning
- Evaluation of potential risks and trade-offs associated with different strategies
Federal Employee Advisor Network connects you with independent professionals so you can discuss your financial situation and evaluate the options available to you.
Why Federal Employee Advisor Network for Federal Employee Investment Planning?
Struggling to Understand Your Federal Pension Options?
Federal benefits such as FERS, TSP, and Social Security can involve complex decisions. An independent financial professional may help you understand these considerations and evaluate how they may fit into your overall retirement strategy.
Worried Generic Plans Won’t Meet Your Needs?
Every financial situation is different. The professional you connect with can review your circumstances, goals, assets, income, and retirement timeline and discuss planning options that may be appropriate for you.
Looking for Independent Guidance?
Our network connects federal employees and retirees with independent, licensed financial professionals. You can discuss your needs directly with the professional and independently evaluate whether their services are appropriate for your situation.
Concerned About Your Retirement Income?
A professional may help you review potential sources of retirement income, including your federal benefits, TSP, Social Security, investments, and other assets.
Anxious About Transitioning Into Retirement?
Retirement involves decisions about income, investments, taxes, benefits, and other financial considerations. A professional you connect with may help you evaluate these areas and prepare for the transition.
Serving Those Who Serve
You’ve dedicated your career to public service. Federal Employee Advisor Network helps federal employees and retirees connect with independent financial professionals who have experience with federal retirement and investment considerations.
Other Services
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403(b) Planning
Learn about 403(b) retirement savings considerations and connect with professionals who may help you evaluate how these accounts fit into your broader financial strategy.
Retirement Planning
Connect with independent professionals who can review your retirement goals, financial circumstances, and federal retirement benefits and discuss potential planning strategies.
Benefits Optimization
Understand key federal retirement benefits, including FERS, CSRS, and TSP, and discuss your options with an experienced financial professional.
Financial Planning
Connect with independent financial professionals who can review your financial situation and discuss strategies based on your goals and circumstances.
Life Insurance
Explore life insurance and financial protection considerations with qualified professionals based on your individual needs and circumstances.
Begin Your Financial Planning Journey
Federal Employee Advisor Network connects federal employees and retirees with independent, licensed financial professionals who can help them evaluate their retirement and financial planning needs.
Start Your Retirement Plan Today in Three Easy Steps
1
Find the Right Professional
We connect you with an independent financial professional who has experience with federal retirement and investment planning considerations.
2
Explore Your Options
Your selected professional can review your financial situation and retirement objectives and discuss available options, including their potential benefits and trade-offs.
3
Develop Your Strategy
Work directly with your selected professional to develop a financial strategy based on your individual goals, circumstances, and risk tolerance.
Get your federal retirement questions answered — free.
Free 30-minute call with an independent, licensed professional in your state. No obligation.
Read Our Latest Blogs
November 5, 2026
Can a Federal Employee Union Still Take Your Grievance to Arbitration?
For federal employees at agencies covered by Chapter 71 of Title 5 that have an applicable collective bargaining agreement (CBA) in force, the answer is yes. The union can invoke binding arbitration under 5 U.S.C. § 7121 as it always has, provided the grievance is not one of the statutory matters excluded from that process.
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November 4, 2026
Federal Employees Retiring in 2026: What to Do Before Year-End
Federal employees retiring in 2026 need to complete five actions before year-end. Each decision affects monthly income, health coverage, or 2026 tax liability. First, confirm your continuous Federal Employees Health Benefits (FEHB) enrollment under OPM's actual eligibility rules. Second, make your 2027 health plan elections during Open Season
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November 3, 2026
Federal Retirement in 2027: What 2026 Changes Should You Factor Into Your Plan?
Five concrete 2026 changes shape federal retirement in 2027, and you should factor them into your plan. These include a 2.6% FERS cost-of-living adjustment (COLA), a $24,500 Thrift Savings Plan (TSP) elective deferral limit, and a new mandatory Roth catch-up rule for employees whose 2025 Social Security wages exceeded $150,000.
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