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.

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.

Read Our Latest Blogs

September 9, 2026

Retiring at 57? How Federal Employees Can Plan for Healthcare Before Medicare

Federal employee retirement healthcare before age 65 rests on one core benefit. Your Federal Employees Health Benefits (FEHB) coverage continues into retirement at the same premium you paid as an active employee, as long as you meet the "5-year rule" and retire on an immediate annuity.

Read More
 Social Security Tax With a Federal Pension: 2026 Rules

September 7, 2026

Will Your Social Security Be Taxed If You Have a FERS Pension? 2026 Combined Income Rules

Yes, your Social Security benefits can be taxed if you have a FERS pension (Federal Employees Retirement System). The question of Social Security tax with a federal pension comes down to one number: your combined income. The taxable portion of your FERS annuity counts as ordinary income. That raises your combined income, which can make 50% to 85% of your Social Security benefit taxable at the federal level. This guide explains how the 2026 combined income rules work, why FERS income can push you over the thresholds, and how the numbers break down.

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 FERS Pension Deductions: 7 Costs to Review Before Retirement

September 4, 2026

Why Your FERS Pension Check May Be Smaller Than You Expect: 7 FERS Pension Deductions and Adjustments to Review Before Retirement

FERS pension deductions are the subtractions and adjustments that make your actual FERS retirement income smaller than the gross annuity figure on your estimate. They include survivor benefit reductions, health and life insurance premiums, taxes, early-retirement penalties, and the earnings test on the FERS supplement. FERS, the Federal Employees Retirement System, calculates your gross pension from a formula. The income you live on reflects these deductions and adjustments.

Read More