Federal benefits are often confusing and complex. We help show federal employees how proactive benefit decisions can positively affect their retirement and overall financial situation.
Federal employees are severely underserved when it comes to their financial planning. Feds have complicated benefits that can leave them confused and frustrated. Fewer than 50% have calculated how much they need to save for a comfortable retirement, and less than 25% have ever worked with a financial professional.
Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs. Our guidance helps federal families make the most of these benefits—both while working and in retirement. Our goal is to always provide credible, top-notch financial planning services to our clients.
Financial Planning 4 Feds is dedicated to educating federal employees on how to maximize value from their complex and often underutilized benefits. We go beyond talking about your benefits and provide practical suggestions on how to apply them in your everyday life. We simplify overwhelming topics into manageable videos, so you have the best chance of success.
In the episodes on this channel, we combine unbiased analysis of your amazing benefits with proven financial planning tactics.
To make your life easier, we created educational eBooks explaining the Fundamentals of Financial Planning coming from a federal employee perspective.
Because of the complexities of federal benefits, we work with the team at ProFeds to keep us up-to-date on your changing benefits. ProFeds is a nationwide support structure for financial professionals serving federal employees. The ProFeds team provides tailored training to financial professionals on the unique complexities of federal benefits to help them provide credible, educational financial planning services to their federal clients. ProFeds is proud to be a federal contractor and make this workshop available free‐of‐charge to federal agencies exclusively through financial professionals in the nationwide ProFeds network.
ProFeds has developed unique workshops helping federal employees apply what they are learning in the classroom to their own situation. Instead of teaching at a very technical level regarding the benefit rules, they aim to educate employees to know the financial impact of retirement and benefit decisions, and to make those decisions carefully based on sound information.
While federal benefits are often confusing and difficult to interpret, ProFeds is able to break down complex concepts into easy‐to‐understand language to show employees how proactive benefit decisions can positively affect their overall financial situation.
Valor Wealth Partners offers each employee an opportunity to meet, to review their specific situation and develop a personalized Federal Benefits Analysis together. This analysis helps to demonstrate the value of their benefits and identify key decisions to be made as they move closer to retirement. This benefits review is offered at no cost and no-obligation to the agency or employee.
Federal employees and their spouses are invited to complimentary educational workshops covering their federal benefits.
You can search the podcasts that ProFeds Founder & Coach, Chris Kowalik created with My Federal Retirement for federal employees.
You can search the articles that ProFeds Founder & Coach, Chris Kowalik wrote for federal employees, which were published by their partners at My Federal Retirement.
Are you Ready to Meet?
Now that you have seen how we work with Federal Employees, take your 1st step in the financial planning process with a complimentary meeting.
In addition to our offices in Boston and Washington D.C., we use web conferencing to connect with clients in 14 states.