Wealth Management Planning for Federal Employees
Federal Employee Advisor Network connects federal employees and retirees with independent, licensed financial professionals who may help them evaluate wealth management and retirement planning considerations based on their individual financial circumstances, goals, and risk tolerance. Managing wealth alongside federal retirement benefits can involve decisions about investments, TSP, taxes, retirement income, insurance, and estate planning. The professional you connect with can discuss these considerations and help you evaluate your available options.
Explore Your Wealth Management Options
Protect and Manage Your Wealth
Build and protect your wealth through strategic planning, preservation techniques, and tax-reduction strategies tailored to the needs of federal employees.
Evaluate Your Investments
Review investment considerations in the context of your financial objectives, retirement timeline, and risk tolerance.
Coordinate Your Financial Strategy
A financial professional may help you consider how investments, retirement income, taxes, insurance, and other financial priorities fit together.
Work Toward Your Goals
Discuss potential strategies with an independent professional who can help you evaluate options based on your individual financial situation and long-term objectives.
Calculate Your Paycheck or Discover Your Perfect TSP Plan
Connect With Independent Financial Professionals
Your financial journey is unique. Federal Employee Advisor Network connects you with independent, licensed financial professionals who may assist with wealth management and retirement planning considerations.
Depending on your needs, a professional you connect with may help you:
- Evaluate your retirement income needs
- Review investment and asset-allocation considerations
- Consider how TSP and other retirement accounts fit into your overall strategy
- Coordinate income and tax considerations
- Review Social Security and other retirement income sources
- Consider estate planning and asset-transfer goals
Your Wealth, Their Priority
The professionals in our network can provide guidance based on your individual circumstances, financial goals, and planning needs.
- Independent guidance tailored to your circumstances
- Review of your financial strategy 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 who can help you evaluate your wealth management and retirement planning options.
Why Federal Employee Advisor Network for Wealth Management 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 fit into your broader financial strategy.
Worried Generic Plans Won’t Meet Your Needs?
Every financial situation is different. The professional you connect with can review your income, assets, goals, and retirement timeline and discuss planning options that may be appropriate for you.
Looking for Independent Guidance?
Federal Employee Advisor Network connects you 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 financial professional may help you evaluate potential sources of retirement income, including federal benefits, TSP savings, Social Security, investments, and other assets.
Anxious About Transitioning Into Retirement?
Retirement may involve decisions about investments, income, taxes, benefits, and other financial matters. 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 financial planning considerations.
Other Services
Investment Advice
Connect with independent financial professionals who can discuss investment considerations and how they may fit into your broader financial strategy.
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403(b) Planning
Learn about 403(b) retirement savings considerations and discuss how these accounts may fit into your overall retirement strategy with an independent professional.
Benefits Optimization
Explore FERS, CSRS, TSP, and other federal retirement benefit considerations with a financial professional experienced in working with federal employees.
Financial Planning
Connect with independent financial professionals who can review your financial circumstances and discuss potential strategies based on your goals and needs.
Life Insurance
Explore life insurance and financial protection considerations with qualified professionals based on your individual 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 Planning in Three Steps
1
Find the Right Professional
We connect you with an independent financial professional who has experience with federal retirement and financial planning considerations.
2
Explore Your Options
Your selected professional can review your financial situation, retirement objectives, and risk preferences 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 circumstances, goals, 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.
Read More
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
Read More
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.
Read More