As a federal goverment employee, your benefits and retirement options are unique. You should seek advice from financial advisors or financial planners that are familiar with federal government benefits and retirement. A Chartered Federal Employee Benefits Consultant(sm) is a financial professional that's familiar with CSRS, FERS, Thrift Savings Plan (TSP), FEGLI, FEHB, and other benefits offered to federal government employees.
After dedicating years of service to your employer, you've earned your retirement. We help pre-retirees and retirees develop retirement income plans for your 401(k) rollover, TSP rollover, 403(b) rollover, and other retirement plan rollovers. We also help clients develop income plans for non-retirement accounts such as CDs and savings accounts by helping them seek higher interest rates.
After dedicating years of service to your employer, you've earned your retirement. We help pre-retirees and retirees develop retirement income plans for your 401(k) rollover, TSP rollover, 403(b) rollover, and other retirement plan rollovers. We also help clients develop income plans for non-retirement accounts such as CDs and savings accounts by helping them seek higher interest rates.
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A Chartered Federal Employee Benefits Consultant(SM) is a financial advisor, planner, or other financial professional that has been specially trained and is familiar with the retirement and other benefits offered to employees of the federal goverment.
A financial advisor or planner with this experience of working with federal goverment employees can help with CSRS, FERS, TSP, FEGLI, FEHB, and other benefits offered to federal government employees.Whether you are approaching retirement or already retired, we help our clients find more attractive interest rates with a goal of providing clients the potential for a rising income in retirement.
A financial advisor or planner with this experience of working with federal goverment employees can help with CSRS, FERS, TSP, FEGLI, FEHB, and other benefits offered to federal government employees.Whether you are approaching retirement or already retired, we help our clients find more attractive interest rates with a goal of providing clients the potential for a rising income in retirement.
Whether you are a CSRS (Civil Service Retirement System) participant or a FERS (Federal Employees Retirement System) participant, understanding the employee benefits and retirement benefits offered to you as a federal government employee can be a complicated matter. Do not let the complexity of your benefits packages as an active employee or future or present retiree prevent you from fully benefiting from the options available to you.
At Jones Wealth Management Group, we believe that are four (4) necessities that enable you to achieve financial independence: Time, Discipline, Patience, Sacrifice. As an emerging saver and investor, you have the benefit of time that your more seasoned savers and investors do not. When you combine time, with discipline, patience, and sacrifice, you are well on your way to achieving financial independence.
Jones Wealth Management Group helps savers and investors continue to build, manage, and preserve their wealth as they start or continue the transition from being an emerging saver and investor to being a traditional saver and investor. As career advancement may have resulted in greater earnings and income, savers and investors are often faced with the challenge of caring for children and parents.
Are you self-employed, an independent contractor? Maybe you're employed full-time, but operate a small business and/or you receive income that's reported on a Form 1099? If so, you may be eligible to establish an Individual 401(K) plan.
It is a retirement plan that designed specifically for owner-only owned businesses, but may include a spouse and it allows business owners to put more away for themselves (and take a tax deduction) than many companies typically put away for their employees.For most owner-only businesses and Form 1099 recipients, the SEP-IRA has long been the most commonly used plan.
It is a retirement plan that designed specifically for owner-only owned businesses, but may include a spouse and it allows business owners to put more away for themselves (and take a tax deduction) than many companies typically put away for their employees.For most owner-only businesses and Form 1099 recipients, the SEP-IRA has long been the most commonly used plan.
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