FEDERAL EMPLOYEES

Bridge Wealth Strategies Inc. specializes in helping Federal employees understand their retirement benefits. We’ve covered everything from helping new hires make their benefit selections to helping retirees fill out their CSRS/FERS Applications for retirement.

We frequently host workshops for Federal Employees, explaining how each piece of their benefits work, and how to pick the best options. The webinars fulfill the financial literacy initiative for the Federal Government, and qualifies for official training with submission of SF-182.

Once you’ve completed the overview training, we’ll have a private session and put together a detailed report for your situation.

Federal retirement benefits are complex. our process helps you understand and maximize your benefits:

- FERS/CSRS Pensions (and CSRS Offset)
- Social Security benefit coordination
- Thrift Savings Plan (TSP) investments and rules
- Federal Employee Health Benefit (FEHB)
- Medicare Coordination
- Special Retirement Supplement (SRS)
- Federal Employee Group Life Insurance (FEGLI)
- Survivor Benefit Program (SBP)
- Federal Long Term Care Insurance Program (FLTCIP)

Once you understand how your benefits work, we transfer that information into your detailed financial plan. The plan will show you what your retirement looks like, and how to maximize your benefits and save taxes.

Our work with Federal employees started by necessity. We were working with several doctors who were a part of the VA Hospital system, and it became clear that we didn’t really understand how the Federal benefits system worked, and neither did any other financial planners.

So, we set out to take as much training as possible to understand how the benefits worked so that we could provide our clients with the best information on coordinating their FERS Pension, Health Benefits, Social Security, and Investments. Fast forward a few years, and we’ve built quite a niche helping all sorts of Federal Employees.

If you’re interested in joining us at an upcoming event please click here: https://fedpilot.com/pp/

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.

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.

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.

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