There is absolutely no obligation or cost for us to meet with you online to discuss your federal 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 the federal government? That’s what we’re here for. We work with federal employees just like you all over the United States and we are 100% virtual when it comes to one-on-one meetings with you.
Personalized Consultation and Financial Analysis
WE HELP FEDERAL EMPLOYEES TAKE ADVANTAGE OF THEIR BENEFITS AND IMPROVE THEIR FINANCIAL FUTURES
We can guide you as a federal employee toward decisions that can ultimately help you retire with the lifestyle you have earned and deserve.
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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 Federal Employee Benefits Education Services help ensure that your benefits are optimized to achieve the retirement that you are entitled to and deserve.
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Too often we’ve found that if advice is given, it’s wrong and the results are not good, leaving many federal 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 federal employees, Federal Employee Benefits Education Services LLC, 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
Our Custom Approach
We work with federal employees in nearly every branch of service from air traffic controllers to postal employees to doctors and nurses working at the VA. You’ll find our clients working for the IRS, the Social Security office, HUD, the FBI, the USDA and many other agencies. Even though all are federal employees, each of our clients has 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 and websites to make optimal benefits choices for you and your family’s goals.
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. We work with federal 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. NOTE: Early, Mid and Pre-Retirement Planning has been mandated by the United States Office of Personnel Management (OPM):
- Benefits Admin Letter 07-102 Date: April 23, 2007
- Benefits Administration Letter 11-104 (5 U.S.C. 8350) Date: March 25th, 2011
We’re Authorized as a Federal Contractor to Help You.
Cage: 8HMM0 / Duns: 117418394
Pre-Retirement Planning
Planning arguably 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 federal 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. NOTE: 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 decades of experience in the financial services industry. He started working with federal employees in 2014, and founded Federal Employee Benefits Education Services LLC in 2020 as an independent firm providing unbiased benefits, financial and retirement advice. With a team of more than 15 advisors, the firm’s specialty is creating customized plans for individual federal employees and their families, optimizing their benefits package choices to match their objectives. Our personalized consultations and financial analyses are designed to help you, the federal employee, to make educated decisions.
Professional TSP Portfolio Management
Studies show that professionally managed accounts 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. As a federal employee, now you have the choice of having your TSP funds professionally managed. Our Personal Wealth Builder Program enables us to view, manage, trade and provide you with the benefits of comprehensive portfolio management.
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The information provided herein is the exclusive property of Federal Employee Benefits Education Services, 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 people improve their financial future in a permanent and positive way.
480 N Canton Center Rd. #87919 • Canton, MI 48188 • Phone: (734) 388-0044