Credible Retirement Planning
for Federal Employees
Our Credibility
A Credible Retirement Planning Company for Federal Employees
Assessing the credibility of financial service providers like the veteran-owned, family-operated Federal Retirement Experts (FRE), Jameson Insurance Solutions (JIS), and parent company Jameson Financial Solutions (JFS), involves examining various factors. While our veteran-owned status may resonate with some individuals, a more comprehensive evaluation is crucial. Here, we'll delve into our affiliations with the Better Business Bureau (BBB), the National Ethics Association (NEA), the Commercial and Government Entity (CAGE) code, and other reputable organizations aiming to provide a clearer picture of our legitimacy.
Our founder
Harry Jameson has been helping federal employees understand their benefits for more than 20 years. Check out his interview in the
Advisors Magazine article "Making Sense of Federal Benefits."
We have an A+ Rating with the Better Business Bureau (BBB)
JFS holds an A+ rating with the BBB, a respected business evaluation organization. This rating indicates a positive track record in customer service matters, with minimal complaints filed and promptly addressed. Historically, JFS or its affiliate companies have never received a complaint filed with the BBB. To view our rating profile, visit the JFS BBB profile page.
Review Our Active Membership in the National Ethics Association (NEA)
We have been an active member of the NEA since 2013. Our membership in the NEA, an organization fostering ethical conduct in the financial services industry, demonstrates our commitment to ethical practices. To view our NEA membership, visit the NEA site.
An Authorized Government Vender
JFS has possessed a CAGE code since 2019. The CAGE Code is a five-character ID number used extensively within the U.S. federal government, assigned to vendors eligible to do business with federal agencies. Our CAGE code demonstrates our company's ability to meet government contracting standards as a retirement planning service. The JFS CAGE code is 88DU2. To view our CAGE status, visit their website and search our code.
Our Staff is Qualified and Licensed
We have retirement coaches with licenses such as a Chartered Federal Employee Benefits Consultant (ChFEBC) and Federal Retirement Consultant℠. An FRC is a designation credential given to professionals who master the federal benefit topics crucial to federal employees. It demonstrates the highest ethical standards on federal employee retirement benefits and is provided by the Federation of Federal Employee Benefit Advocates (FFEBA). To search for our coaches, visit FRC website.
Get Coached by a Qualified Expert
With all our credentials and qualifications, you can trust the professionals at Federal Retirement Experts for your retirement planning strategy. To help you make an informed decision regarding your financial well-being, consider enlisting the help of our qualified retirement coaches. You can quickly schedule a 30-minute discovery appointment or visit our About page to personally choose your coach. Due to California law, there is a separate process for scheduling California residents.
Serving Federal Employees Nationwide
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.