You are Unique
We understand your benefits.
Federal benefits are often confusing and complex. We 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. 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.
Common concerns we address with Feds:
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.
Analyze 8 federal benefit categories so you
can get a simplified view of what to focus on.
VISIT OUR YOUTUBE CHANNEL
We are dedicated to educating federal employees on how to maximize value from your complex and often underutilized benefits. These videos go beyond talking about your benefits and provide practical suggestions on how to apply them in your everyday life. They simplify overwhelming topics by combining unbiased analysis of your amazing benefits with proven financial planning tactics.
Preparing for and Surviving a Government Shutdown
The Worst TSP Fund
Insuring Your Deposits - How are Your Assets Protected?
We are proud to partner with ProFeds to serve you better
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.
During the Workshop
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.
Following the Workshop
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.
Valuable Resources from ProFeds
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.