Unique Financial Planning Concerns of Federal Employees

The Crane Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

As a federal employee, you know your benefits are complex. Our financial planning process has been uniquely designed to address the considerations that generic planning does not. Rather than focus on just one piece of the puzzle, we look at your entire financial picture to help you make the choices that are right for you.

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We can help you with:

  • Calculating your FERS/CSRS pension
  • Military Service Buybacks
  • Your insurance benefits- including FEHB, FEGLI, FLTCIP and FEDVIP
  • How to allocate your Thrift Savings Plan
  • Whether Roth TSP contributions are right for you
  • Preparing your SF-50s for retirement
  • How Social Security fits into your plan
  • Avoiding IRS Rule 72t issues

Want to learn more? Contact us today.

Crane Investment and Trust Services advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.