Let's make the most of your government benefits.
Let's make the most of your government benefits.
A Veteran-Owned Company
At Federal Retirement Experts, we’re passionate about helping federal employees achieve their ideal retirements. Our focus is on helping our clients demystify their retirement plans, whether they are on the CSRS or FERS retirement system. The world of federal benefits and the Thrift Savings Plan can be daunting to most civilians employed by the government because of their unique benefits. We understand this, and we know how to help you navigate the system quickly and effectively.
When we first meet with federal employees, we perform a complimentary federal benefits analysis. It’s a highly detailed and personalized retirement report that opens a federal worker’s eyes to the world of tax-free income, social security maximization strategies, proper insurance planning, and ways to help maximize Thrift Savings Plan benefits.
Federal employees are heavily underserved, so we continuously look for ways to serve them better.
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
As a federal employee, you've worked hard for your money. Now, let us work just as hard to grow it. It's our mission to be the very best advisors in the federal retirement industry. We are a Jameson Financial Solutions company.
That's why we're proud to have these designations:
A conversation between friends.
How do your Federal benefits impact your family and you in retirement? When should you retire? What will your income be in retirement? We’re an open book during this phase — the more we know, the better we can tailor your plan.
We develop your plan.
We go to work right away, creating a complete Federal Employee Benefits Analysis that we customize to your retirement benefits and savings.
Stand and deliver.
After we’ve finalized your retirement plan, we will walk you through your report point-by-point, answer any questions and ensure you understand everything. Think of it as your own personalized benefits seminar.
Our complimentary Federal Benefits Analysis focuses on these key retirement areas:
To learn more about our customized approach to retirement, click the button below.
featured Guide
Retirement can be similar to a roadway with places to stop, consider your choices, and rework previous decisions. While many potential retirees may find unexpected pitfalls on the path to retirement, Federal employees can often be faced with additional hurdles.
Knowing when to retire, what benefits to choose, what allocations to make, and even when to start planning can be a daunting task. Luckily, the path just got easier to navigate with this checklist in hand.
Featured article
Retirement is a stage in life that many of us eagerly anticipate. After years of hard work and dedication, it's finally time to enjoy the fruits of your labor.
But, have you taken the necessary steps to ensure that your retirement is as comfortable and protected as possible? If you're a federal employee age 55 or older, it's important to understand your federal retirement benefits thoroughly...
Federal Retirement Experts is a Jameson Financial Solutions company
Jameson Financial Solutions Cage: 88DU2
Serving Federal Employees Nationwide
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom-suit their needs and objectives. Federal Retirement Experts is a wholly-owned subsidiary of Jameson Financial Solutions Inc.
This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.