Revolutionizing
Financial Planning for
Federal Employees

Why Valor Wealth Partners?

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Specialize with
Federal Employees

Knowing your benefits is critical to providing the most appropriate answers.

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Focused on You,

Not Your Money

As fiduciaries, we go beyond your investments to help solve your financial dilemmas.

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Transparency

of Costs

Most people don't like mysteries, so we discuss any fees before we begin work.

Serving Federal Employees

We specialize in providing financial planning advice to mid-career and pre-retiree federal employees. Focusing on federal employees allows us to understand your unique needs and the programs that affect your families. While no two clients are the same, the benefits you share are complex and require advice from a competent team that can understand how they relate to your specific needs.

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Start With a Financial Plan

Developing a strategy is the first step to clarify, simplify, and organize your financial life.

Your Experience

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  • 4 Personalized Reports

  • 4 Meeting Minimum

  • Fiduciary Obligation

  • No Long-term Commitment Required

Why We Exist

Our clients are the reason we exist and we strive to make their experience exceptional. Valor Wealth Partners was created at the request of previous clients that wished we would support their long-term financial needs of their families. Because of those clients and the trust they bestow in us, we enter into each relationship with a deep sense of responsibility.

Experience Our Knowledge

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Bear Markets, Recessions and your Thrift Savings Plan (TSP)
15:22

Bear Markets, Recessions and your Thrift Savings Plan (TSP)

Unless all your money was in the G Fund your Thrift Savings Plan lost money this year. Stocks and bonds have had a tough 2022 so far and the experts are full of opinions. Welcome to Financial Planning 4 Feds. We are dedicated to educating federal employees on how to maximize value from their government benefits by developing and executing a financial plan. In this episode we: • Define the terms Bear Market and Recession • Discuss what these terms mean to you • Share changes you may consider in your TSP 0:00 Intro 1:53 Defining Bear Markets and Recessions 3:56 What does this mean to you? 8:48 Potential changes to your TSP Referenced Links FedSmith.com article on transfer to G Fund: https://www.fedsmith.com/2022/07/01/tsp-transfers-to-g-fund-up-249-percent/?utm_source=fedsmith-newsletter&utm_medium=email&utm_campaign=fedsmith-2022-07-07&utm_content=related-link&utm_term=html Investopedia webpage on bear markets: https://www.investopedia.com/terms/b/bearmarket.asp Wikipedia page on “Recession”: https://en.wikipedia.org/wiki/Recession Wikipedia revision history on “Recession”: https://en.wikipedia.org/w/index.php?title=Recession&dir=prev&offset=20220729014342%7C1101047605&limit=250&action=history Federal employees and their spouses are invited to complimentary educational workshops covering their federal benefits. For details, visit: https://fedimpact.com/VWP Federal Benefit Resources: https://www.opm.gov/ https://www.tsp.gov/ https://www.myfederalretirement.com/category/podcasts/ https://www.myfederalretirement.com/ https://www.fedsmith.com/ Would you like to know more? https://www.valorwealthpartners.com/ https://www.linkedin.com/in/smithec/ https://www.linkedin.com/company/valor-wealth-partners https://www.facebook.com/ValorWealthPartners
Eric Jorgensen Founder of True North Disability Planning Interview on Fed Chat - EP 4
01:01:01

Eric Jorgensen Founder of True North Disability Planning Interview on Fed Chat - EP 4

Welcome to Fed Chat!! Our guest today is Eric Jorgensen Founder of True North Disability Planning. Special Needs is a disability that requires a unique set of skills and education to maneuver the complex programs. Eric will share why he is so passionate about helping families and share some very emotional, personal stories. He further expresses the need to level the playing field when it comes to disability planning for ALL families so they can understand and benefit from these services. We discussed how working with a team of professionals can enhance relationships when approaching disability planning versus going at it with only one advisor. Finally, Eric details the extraordinary benefits federal employees should be taking advantage of and how their families could be in a better position than most non-feds. Eric Jorgensen's Bio Eric Jorgensen is the Founder of True North Disability Planning, the go to resource for families who have children with intellectual/developmental disabilities and the professionals who serve them. He is the host of the “ABCs of Disability Planning” podcast which introduces its listeners to organizations and resources they may have never heard of or weren’t sure how to use. And he is the author of Waypoints – a monthly deep dive into disability planning topics. Widowed in 2012, the same year he retired from the Navy, Eric knows first-hand how challenging it can be to navigate the maze of benefits, resources, and services available to those with an intellectual and/or developmental disability because his son has both. In the beginning Eric looked for someone who would tell him what he had to do, when he had to have it done by, and how to get it done; but it didn’t seem like this person or company existed. So he did what many of you are doing, did his best to make it work with what was available to him. Beating cancer in 2020 was the last straw, pushing him to incorporate his business and change the disability planning landscape. Links from Show Eric Jorgensen - https://www.linkedin.com/in/eric-jorgensen-true-north-disability-planning/ True North Disability Planning Website - https://truenorthdisabilityplanning.com/ ABCs of Disability Planning podcast - https://anchor.fm/abcs-disability-planning True North Disability Planning on YouTube - https://www.youtube.com/channel/UCe9WgZULzpIueHxn-QV2pHA First Maryland Disability Trust - https://www.firstmdtrust.org/ So Good Farms - https://www.sogoodfarms.org/ Federal employees and their spouses are invited to complimentary educational workshops covering their federal benefits. For details, visit: https://fedimpact.com/VWP Federal Benefit Resources: https://www.opm.gov/ https://www.tsp.gov/ https://www.myfederalretirement.com/category/podcasts/ https://www.myfederalretirement.com/ https://www.fedsmith.com/ Would you like to know more? https://www.valorwealthpartners.com/ https://www.linkedin.com/in/smithec/ https://www.linkedin.com/company/valor-wealth-partners https://www.facebook.com/ValorWealthPartners