Skip to main content

  • Schedule a complimentary consultation
  • (770) 375-1660

  • Home
  • Services
  • FAQs
  • Client Login
  • Contact Us

Our Focus is You.

    You are here

  1. Home
  2. Federal Employee Retirement Planning

Federal Employee Retirement Planning

Federal Employee Retirement Concerns

Putting together all of the variables can be challenging. Leaving service is intimidating, and you are looking for guidance...

 

Do I have any shortfall in income? Does my spouse have a shortfall?

Any options for guaranteed retirement income besides my FERS/CSRS pension?

What are options for my TSP?  Life Insurance?

What benefit choices are best in retirement? FEHB?  FEGLI?

 

Contact us for a complimentary meeting or phone call.

 

  •  
  •  
  •  

Julie Matulia, CDFA, a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor, Cambridge and JM Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the state of GA, FL, TX, MD, and UT.  No offers may be made or accepted from any resident outside the specific states referenced. Important consumer information:  A Broker-Dealer, Investment Advisor, BD Agent, or IA Representative may only transact business in the state if first registered appropriately. Follow up, individualized responses to persons in a state by such a firm or individual that involves either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker-Dealer, Investment Advisor, BD Agent, or IA Representative, a consumer should contact his or her state securities law administrator.

Legal, privacy, copyright and trademark information

© 2022 JM Financial Planning, LLC. All rights reserved.

Website Design For Financial Services Professionals