Retirement planning for federal employees is complex and for many a daunting event to plan for. At Thompson Wealth Management, we understand the issues and concerns that face federal employees as they plan for retirement. As a result, we offer services to help you design a customized retirement plan specifically tailored around your federal retirement benefits in Scottsdale & Phoenix, AZ.
There’s nothing better than knowing you have taken the necessary steps to put your retirement “ducks in a row”. Trust us to provide financial advice and guide you along the way to a retirement lifestyle you desire.Savings, Federal Retirement in Scottsdale & Phoenix, AZ Retirees, Federal Retirement in Scottsdale & Phoenix, AZ
Our advisors and financial representatives create financial solutions that combine who you are with how you invest. With strategic planning and careful preservation of your earnings, we feel your goal should be to maintain the same lifestyle that you enjoy now after your days of working are over. Your FERS or CSRS annuity, TSP and Social Security are the three primary sources of income when you retire.
Our firm presents a variety of solutions and strategies to maximize these benefits whether your retirement this year or in 15 years. It’s never too early or too late to begin planning for federal retirement! Preparing yourself for the big moment ahead of time will allow you to make well informed decisions that could save you thousands of dollars throughout your retirement.Federal Benefits Analysis in Scottsdale and Phoenix, check the site http://blogs.fedsmith.com/2015/02/17/maximum-annual-leave-at-retirement/
What better way to optimize your benefits than to prepare a personalized Federal Benefits Analysis that no only includes your Federal Benefits but can also include any outside income source or investments such as a spouse’s pension, old 401(k), Roth IRA, rental income, etc. This will allow you to compare your net take home as a federal employee versus a federal retiree.
Our firm has established a systematic method to evaluate your Thrift Savings Plan (TSP) based on the year you plan to retire. We offer federal benefits analysis in Scottsdale and Phoenix for individuals who are ready to take a proactive approach in improving their personal financial future.
Whether you would like to officially begin planning today or some other time, a federal benefits analysis is highly recommended. It is often difficult to take the first step especially in preparing for an event as important as retirement however rest assured you will feel a great sense of relief and accomplishment once you do.
At Thompson Wealth Management, our mission, quite simply, is to provide our clients with financial peace of mind so they can pursue what is truly important to them. This is done through our process of finding true clarity of goals, insight as to how to achieve those goals in a prudent manner, and finally, partnership through an ongoing and trusted relationship.