Unique Financial Planning Concerns of Federal Employees
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.
Check the background of this investment professional on FINRA’s BrokerCheck.
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.
FR-2737504.1-0919-1021
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Crane Credit union and Crane Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crane Investment Services, and may also be employees of Crane Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crane Credit Union or Crane Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations |
May Lose Value |
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