Federal Employee Benefits
As a federal employee, your financial situation is unique. Your wealth building and retirement income strategy differs from what individuals in the private sector would do.
At West Advisory Group, we’ll partner with you to create a personalized retirement strategy, explore options for a financial plan that works for you, and maximize your retirement potential that allows you to live on your terms.
What You Need Is A Trusted, Experienced Partner To Help You With Your Retirement Strategy as a Federal Employee
As a federal employee, you have a unique financial situation. You have many benefits and avenues to grow your wealth, but it’s important to be aware of all the choices at your disposal.
You work for one of the biggest employers in the world, an employer that comes with its own benefits and savings plans. Being part of such a huge network, circumstances are constantly changing for federal employees, and it’s important to be as up-to-date as possible.
At West Advisory Group, we’re deeply familiar with what’s offered to federal employees, and we’re here to help you figure out these plans and how to make them work for you.
Our team will go over with you all of the available avenues for your retirement, and we’ll help you narrow down what you’re most comfortable with that also aligns with your financial goals.
Our process-driven approach leads to a sound retirement strategy
At West Advisory Group, we are committed to bringing a process-driven approach to each client’s situation, while incorporating innovation and new ideas at every step along the way.
Our advisors offer a one-stop-shop for all aspects of retirement planning with strategies for those who are ready to move from the accumulation phase of life into the distribution phase.
Here are some of the federal benefit topics we cover with many of our clients, that we would be happy to go over with you.
It’s time for a confident retirement strategy as a federal employee
Achieving optimal outcomes for you depends on how well each piece of your plan is designed and executed.
At West Advisory Group, we focus on giving you the insight to understand how decisions to complex questions are interrelated.
Our experts will analyze and develop your personal plan around the specific facets of your unique financial situation as a federal employee — reassessing and refining it over time so that it remains aligned with your goals as you enjoy and consider all the possibilities of your retirement.
We partner with you to create retirement strategies for your personal financial goals.
At the West Advisory Group, we do things a little differently than at large wire-houses or broker-dealers.
Rather than fit clients into a pre-designed mold or portfolio, we craft our strategies to fit your unique needs and get to know you and your financial goals before making any recommendations.
Fully Customized to you
We offer a customized approach to financial and retirement planning in an effort to make you feel confident that we aren’t just offering you the same cookie-cutter plan everyone else gets.
Our developed process is completely objective and customized, meaning that you'll get a personalized strategies to meet your specific, financial needs.
Mission to educate
We strive to fully inform clients so they can make the best financial decisions. we've made it our mission to educate our clients on their financial decisions.
Financial literacy is our goal and we believe that honesty, transparency, and constant communication helps build meaningful, long-lasting relationships.
Acting in your Best Interest
As a Fiduciary, we focus on serving you. We don’t try to sell you financial products or force unproven investment ideas on you.
We serve you and you alone, making financial recommendations that are always in your best interest.
You’ve worked hard for what you’ve earned, and we want to help you protect that.
As a fiduciary, we always act on your best interest with your financial goals in mind. Whether you’re retired, semi-retired, or retirement is still some years away, you can maximize your federal benefits by asking our specialists key questions.
Our retirement specialists will go over your personal situation with you in detail, and we encourage you to bring us your questions. We believe in sharing information freely to help you make the best decisions for you and your family.
WAGU: Your Retirement Education Hub
Here at West Advisory Group, we believe that financial literacy is the key to a great, fulfilling retirement, and is integral to building successful legacies throughout our communities.
WAGU was designed to be your one-stop shop for all of your up-to-date resources on topics that are integral to your retirement. And our library is always growing.
Our team's ready to help
Want to see how we can help you with your retirement planning? Send us a message in the form below.