A MUST HAVE NO OBLIGATION ANALYSIS TO EMPOWER YOU THROUGH RETIREMENT
A clearer understanding of your Federal benefits can help you make more informed retirement decisions. The goal is not simply to understand individual benefits, but to consider how they may work together within your broader financial plan.
Your Federal Benefits Are a Foundation—Not the Entire Plan.
Federal benefits can provide an important foundation for retirement. Understanding how those benefits work can help you make more informed decisions about when and how you retire.
But retirement involves more than one pension, one account or one benefit decision. Your income needs, investments, taxes, insurance, Social Security and estate planning may all influence the bigger picture.
A No-Obligation Analysis can be a starting point for understanding where you stand and what questions may deserve further attention.
No-Obligation Analysis to Provide you with the facts needed to Retire
Bridge Wealth Strategies provide No-Obligation seminars for Federal Agencies and benefit analysis reports for employees. We believe that providing No-Obligation training seminars and employee benefit analysis reports enhance agency utilization and employee attendance. Because of this, a greater number of federal employees will benefit from our training seminars.
If you work for ANY federal agency and your team wants a NO-Obligation seminar with a federal benefits educator, please read more about the free seminars we offer.
To find a federal benefits educator to come to your agency, go to our contact information page.
Retirement Planning Is More Than Understanding Your Benefits.
Understanding your Federal benefits is an important starting point. Comprehensive financial planning looks beyond the individual benefit decisions and considers how they may interact with the rest of your financial life.
The goal is to create greater clarity around where you are today, the retirement you are working toward and how the different pieces may fit together.
Bring the Pieces Together.
Your Federal benefits can be considered alongside other areas that may affect your retirement and long-term financial plan.
10 MUST-DO ACTION ITEMS TO PREPARE TO RETIRE FROM FEDERAL SERVICE
READ NOWUnderstand Your Benefits. Plan for the Bigger Picture.
Federal benefits can be an important part of your retirement. A conversation can help you better understand how those benefits may fit alongside the other areas of your financial life.
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Mayflower Financial Advisors, LLC (dba Mayflower Advisors, "Mayflower") is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower's current written disclosure statement as set forth on Form ADV, discussing Mayflower's business operations, services and fees is available upon written request or by visiting the SEC's website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA's BrokerCheck: https://brokercheck.finra.org.
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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.
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