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.
Federal employees have unique planning needs—balancing their exceptional government benefits with the rest of their sometimes-complex financial picture.
Valor Wealth Partners has extensive knowledge of your federal benefits including:
Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs. Our guidance helps federal families to 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 federal clients.
We are dedicated to educating federal employees on how to maximize value from their government benefits by developing and executing a financial plan. With these episodes and supporting resources, we show federal employees how proactive changes can positively affect their retirement and overall financial situation.
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 12 states.