Federal & Government Employee Financial Planning
Why government employees need a specialist (not a generalist)
FERS explained: What your pension, TSP, and Social Security add up to
TSP strategies: Contribution levels, fund selection, and rollover timing
Optimization of Military Benefits: Your VA benefits and you
PERA explained: What is your pension? Are you optimizing PERA Choice?
The critical survivor benefit decision: What your spouse needs you to know
Get personalized guidance on your federal and state government benefits.
Schedule your complimentary consultation today
Your Employees Have Exceptional Benefits.
Do They Know How to Use Them?
Personal Benefit Financial partners with government agencies to deliver expert-led financial education — so your people can make the most of the benefits you've worked hard to provide.
What We Offer
On-site and virtual group education sessions covering FERS, CSRS, TSP, FEGLI, FEHB, and comprehensive retirement readiness.
Who We Work With
Federal agencies, state agencies, city and county departments.
What Employees Get
Clarity on benefits, a retirement readiness snapshot, and direct team access.
Why Agencies Trust Us
45+ years of specialization, a dedicated team of CFP® professionals, and a strict fiduciary standard.
Let's Talk About Bringing Financial Education to Your Team
Fill out our brief form to request a customized workplace proposal.
Request a Workplace Education Proposal