Federal Employee Benefits
We’ve partnered with Fed Pilot so that we can provide you with the best information on coordinating your FERS Pension, Health Benefits, Social Security, and Investments. We cover everything from helping new hires make their benefit selections to helping retirees fill out their CSRS/FERS Applications for retirement.
We frequently co-host virtual workshops with Fed Pilot for Federal employees where we explain how each piece of your benefit plan works, and how to pick the best options. These virtual workshops fulfill the financial literacy initiative of the Federal Government, and qualify for official training with the submission of form SF-182.
Once you’ve completed the overview training through the workshop, we’ll have a private session and put together a detailed report of your situation.
If you’re interested in joining an upcoming event, please click here to access the registration page.
Federal retirement benefits are complex. Our process helps you understand and maximize your benefits:
Once you understand how your benefits work, we transfer the information into your detailed financial plan. The plan will show you what your retirement looks like, and how to maximize your benefits and save taxes.
Working with a financial professional who does not have knowledge of federal benefits may lead to unintended consequences and outcomes that might not be in your best interest. Selecting a financial consultant who understands your unique needs and focuses on serving federal employees can be a prudent choice.
At PFM Elite we realize every client has their own personal needs, goals and objectives. We deliver individualized solutions designed to help you live your best retirement life!
PLEASE NOTE: Use the secure link below to upload any documents for our review prior to your Part 2 meeting.