★ “With retirement funding, if you don’t do it right,
going back and doing it over is not realistic.” ★
The Federal Benefits Program is the most comprehensive yet complex package of employee benefits in America. There are literally hundreds of important decisions each employee must make concerning their benefits throughout their career. Making the best choices for themselves and their families requires knowledge and understanding of these benefits.
Marilyn Miller has been in the financial services business for over 30 years. As a financial advisor who focuses on federal employees and their benefits, Marilyn is extremely knowledgeable and eager to help with their financial and retirement needs.
To help federal employees make informed decisions, we offer several options.
Employee Benefits Analysis Report and Consultation Meeting
We understand that every employee is unique in their needs for specific benefits. We will work with you to create an individualized and comprehensive Employee Benefits Analysis Report. This report will capture all your assets and other sources of retirement income. The report will be presented at a one hour consultation meeting (either in our office in Poulsbo or online through GoToMeeting).
Call 360-598-4582 or email us at firstname.lastname@example.org for a comprehensive report and to arrange a consultation meeting.
Seminars – Monthly
Several monthly seminars about federal employee benefits are offered. In addition, seminar participants are entitled to a basic benefits report and a free half hour consultation meeting.
Pre-Retirement Seminar: For those with less than 10 years to retirement
Topics of Discussion:
Retirement Eligibility: Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS), Annuity Computation, Military Time Buy Back, Federal Employees Group Life Insurance, Thrift Savings Plan, Survivor Benefits, Flexible Spending Plan,
Early-Mid Career Seminar: For those with more than 10 years to retirement
Topics of Discussion:
Assessing Your Financial Future, Credit and Debt, Building Wealth, Protecting What You Have, Your Federal Benefits, Challenges To Conquer