FEDERAL BENEFIT ANALYSIS

OUR SERVICES INCLUDE

FERS & CSRS retirement analysis and planning
Pension Maximization
Special Category Employees (Law Enforcement, Fire Fighters, Air Traffic Controllers)
Federal Employee Group Life Insurance (FEGLI) planning and advice
Thrift Savings Plan (TSP) planning and income projections
Calculating your annuity benefit payments
Should I take the VSIP, VERA or RIF?
Social Security impact on benefits
Health Insurance (FEHB) planning and how to deal with Medicare
Long Term Care planning
Taxes on Federal benefits

To accurately plan for retirement, it is absolutely critical to have your numbers projected and have experts like us see what your Retirement Income will look like relative to your current working salary. This forecasting provides an essential baseline comparison by showing the retirement that your current financial path would potentially provide. Your Personalized Benefit Analysis will be yours to keep and will include:

Your FERS Pension numbers – and the best time to retire
Your TSP – and how much should you draw out
Social Security – when you should turn this on
Survivor Benefits
FEGLI and all of your insurances
Income planning
Pension Max

Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation. Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.

10 MUST-DO ACTION ITEMS TO PREPARE TO RETIRE FROM FEDERAL SERVICE

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

Contact Info

516-652-8561

631-577-7999

68 S. Service Road, Melville, NY 11747

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Bridge Wealth Strategies, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying of the issuer. Please refer to our firm brochure, the ADV 2A Item 4, for additional information.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

You are leaving the current website. These links are being provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval of any of the products, services or opinions expressed in the link. We accept no responsibility for the accuracy, legality or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.