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Personalized Consultation and Financial Analysis for Government Employees

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WE HELP GOVERNMENT EMPLOYEES TAKE ADVANTAGE OF THEIR BENEFITS AND IMPROVE THEIR FINANCIAL FUTURES

We Know Government Employees

At Government Employee Wealth Advisors, it’s our goal to help government employees, no matter what stage you are at in your career.

We want to help you gain a better understanding of what your workplace benefits look like today as well as what they’ll look like in retirement. Our goal is to help you take advantage of your outstanding benefit package; we’ll show you how changes in your benefits choices can impact your income later in life.

We can guide you as a government employee toward decisions that can ultimately help you retire with the lifestyle you have earned and deserve.

 

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Reach Your Retirement Goals

We provide information about your core benefits such as 457(b), 401(a), 401(b), TSP, insurance plans, and more, helping you optimize your financial position.

We are a team of skilled specialists, available to walk you through the more complex parts of your benefits package as a government employee. We provide a personalized consultation and financial analysis to help you make educated decisions. We are dedicated to being your financial partner for life.

We are here to help take the guesswork out of your human resource benefit options and allow you to get a head start on your retirement planning.

Let Government Employee Wealth Advisors help ensure that your benefits are optimized to achieve the retirement that you are entitled to and deserve.

 

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Cut Through Paperwork

With decades of experience, we can help you get through the maze of changes, questions, forms and websites to make optimal benefits choices.

Over the years, we have seen a lot of changes in the government sector. With all of these changes, things can get confusing for a lot of government employees. There’s a form for this and a form for that and it can be frustrating for an employee to understand how to get the most out of their government benefit package. With the trend toward reducing or eliminating human resources as a viable place to get assistance, obtaining reliable information in a user-friendly format is a thing of the past.

Too often we’ve found that if advice is given, it’s wrong and the results are not good, leaving many government employees even more confused, or worse—retired and finding out that what they thought they were going to get isn’t what they got, so now they have to get another job just to make ends meet! This is tragic, and all too common. That’s where we come in.

With decades of experience in financial planning and working with government employees, Government Employee Wealth Advisors has the knowledge and experience to help you utilize all of the tools that you have at your disposal to prepare for a successful, dignified retirement that is in alignment with your dreams.

 

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Helping people improve their financial future in a permanent and positive way

Let’s Meet Virtually

There is absolutely no obligation or cost for us to meet with you online to discuss your government benefits and your personal financial situation and goals. Doesn’t it make sense to find out if you are on track with the benefits you have through your job? That’s what we’re here for. We work with government and university employees just like you all over the United States and we are 100% virtual when it comes to one-on-one meetings with you.

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Our Custom Approach

We work with government employees of every type, be they federal, state, university or university hospital employees. Our clients are air traffic controllers, postal employees, professors, university employees, doctors, nurses, administrators, and more. You’ll find our clients working for the IRS, FBI, Veterans Administration, state universities, university hospitals…the list goes on. The one thing each client has in common is that they have completely different life goals and life situations as well as different family considerations. That’s why our financial advice is tailored and specific to each client. With decades of experience, we can help you get through the maze of changes, questions, forms, websites, and government benefit selections to make optimal choices to help you reach your financial and retirement goals.

Early and Mid-Career Planning

Government employees of all ages should make sure they have selected the benefits that will set them on the right path for their desired future.

Pre-Retirement Planning

Government employees who are five to 10 years away from retirement should review and revamp their plan to help ensure they will be able to retire.

Early and Mid-Career Planning

When you’re first starting out in government service, you may not understand all your benefits, nor realize how much the benefit choices you make now may impact you in the long run. Government Employee Wealth Advisors works with government employees of all ages, including people just getting started as well as those in the middle of their careers, to help them understand their options and make choices that fit their unique situation and goals for the future. SPECIAL NOTE for federal employees: Early, Mid and Pre-Retirement Planning has been mandated by the United States Office of Personnel Management (OPM).

Consultations are Free!

Government Employee Wealth Advisors specializes in helping government employees at the federal, state and university levels. Let’s talk about your situation via Zoom.

Pre-Retirement Planning

In our opinion, planning reaches peak importance five to 10 years away from retirement. Your situation and needs may change, and you have different options to consider as well as different risks to mitigate. It’s critical to work with an advisor who both understands retirement and can help you optimize your government benefits. We will help you strategize your retirement goals, plans, budget and income needs, and help ensure you don’t run out of funds when you’re no longer working. SPECIAL NOTE for federal employees: Early, Mid and Pre-Retirement Planning has been mandated by the United States Office of Personnel Management (OPM).

Meet Our Founder and Team

Dave Baker

Managing Director

Dave Baker has been working in financial services since 1993. He is licensed for both securities and insurance products, which is rare in the government benefits and retirement niche. Dave is able to view both sides of the investment coin ad offer non-biased investment advice. Dave is also a fiduciary which means that he must—by law—manage a person’s money and property for their benefit, not his. Dave and the team at Government Employee Wealth Advisors helps fill in the gaps in helping government employees understand and take advantage of all the excellent benefits they have access to in order to put themselves in the best possible financial position to ultimately achieve the retirement lifestyle they desire.

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SDBA PROGRAM: Professional Portfolio Management for Workplace Retirement Accounts

Did you know that some workplace retirement accounts—such as 401(a)s, 401(b)s, 457(b)s, TSPs, 401(k)s, and 403(b)s—can be managed by your financial advisor? Studies show that professionally managed accounts can outperform unmanaged accounts by 3.32%, net of fees. For a 45-year-old participant, this could translate to 75% more wealth at age 65! We can help. New technology allows self-directed brokerage accounts within some plans, giving you the choice of having your retirement funds professionally managed. We can view, manage, and trade, providing you with the benefits of comprehensive portfolio management. This new service is handled through our sister firm, Nautica Asset Management, a registered fiduciary advisory firm.
Let’s talk about your retirement!

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The information provided herein is the exclusive property of Government Employee Wealth Advisors, a DBA of Nautica Asset Management LLC. This material has been prepared for educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

Helping government employees choose benefits, improve their financial futures, and retire successfully.

480 N Canton Center Rd. #87919 • Canton, MI 48188 • Phone: (734) 794-3885

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