We can help you build a future of financial independence by addressing your financial concerns such as. Outlining your Thrift Savings Plan (TSP), Foreign Service pension, health insurance benefits and how they fit together to meet your financial needs. Determining optimum retirement timing using scenario modeling to ensure you are saving enough (or too much) for retirement.
Providing you with a complete understanding of your cash flow and how your pension, Social Security, TSP and other sources of income will come into play after you separate. Integrating your TSP, IRAs, taxable accounts, old 401(k) and 403(b) accounts into the rest of your financial plan.
Providing you with a complete understanding of your cash flow and how your pension, Social Security, TSP and other sources of income will come into play after you separate. Integrating your TSP, IRAs, taxable accounts, old 401(k) and 403(b) accounts into the rest of your financial plan.
Reviews (7)
AnJuan Thomas
Jan 20, 2022
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I was introduced to Carrington Financial Planning when William gave a sterling financial education class to my agency. As he had a wealth of experience in the financial aspect of my professional lifestyle, I sought out his advice to adequately prepare myself. William did a fantastic job and provided me with a plan that will carry me for at least the next 2 years. He was very patient and thoroughly explained different scenarios I may face.
Stacie Rh
Jan 19, 2021
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I've been really pleased with Carrington Financial Planning. William Carrington has been great - accessible, professional, responsive. He reviewed my current investments - such as they are - and recommended changes that would reduce fees and increase value. He confirmed that I was on the right track for retirement and offered solid advice on how I might diversify my investments. I highly recommend him.
Debi Fairman
Jan 19, 2021
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The ONLY thing I wish was different about my experience with William Carrington is that I had found him 20 years sooner in my career. My husband and I have always generally agreed on financial issues, but William really removed any remaining daylight between our approaches and was able to explain, in terms we both understood clearly, what our future financial plan looked like. I tell new employees I engage with to get with him early, the sooner he can steer you in the right direction, the better your future will be!
Michael Kummerer
Dec 16, 2020
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We simply cannot recommend William Carrington highly enough. He has reshaped our retirement planning and assisted us in putting money management measures into place that have been transformative in terms of achieving both near-term and long-term goals. He helped make what was once a dream become a reality by using tried and tested forecasting models to remove lingering doubts regarding our savings and investment potential, allowing us to advance long-term plans with peace of mind and confidence. Thank you, William!
Jason Wright
Dec 02, 2020
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My wife and I could not be happier that we switched our investments and IRAs to William's firm. He has provided great advice on a number of financial questions and issues ranging from investments to retirement strategy. He also knows the Foreign Service lifestyle and how our investments with him complement federal pensions and TSP. We highly recommend him!
Yuki Kondo-Shah
Jul 05, 2020
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William Carrington's financial planning and advising services are excellent, and I have already recommended him to dozens of my colleagues at the Department of State. I have worked with him twice in my Foreign Service Career (first during the first few weeks of A-100 and then a second time after I got married, bought a home, and had two kids and my financial picture changed). Each time, he took the time to learn about my current situation, listened to my goals, and then gave practical advice that was easy to follow. Without his help, I would have not understood how the FS retirement and TSP systems
Jp S.
Jun 26, 2020
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I was fortunate enough to meet Mr. Carrington in person while he was in Tokyo, Japan. He provided a free briefing to the crowd and I knew I needed this service. After a few counselings Mr. Carrington he was able to guide me on rebalancing my retirement portfolio for work, invest in aggressive high octane stocks and conservative funds. He taught me how to read Andex Charts and essentially plan for a long run strategic retirement. His education allowed me to pay it forward and assist family and friends through financial struggles and planning. These services are worth every cent. I would recommend
