Wealth Planning for Federal Employees

Your federal benefits can be powerful—but only if properly coordinated. Between your TSP, pension, Social Security, and survivor options, the choices are complex. Without tailored guidance, benefits may be underutilized or poorly timed, impacting retirement security.

Global Advisers delivers integrated strategies that align your federal benefits with your personal goals—so you can retire with confidence and clarity.

Federal employees often accumulate significant tax-deferred assets. We help manage distributions to reduce tax drag in retirement. Key strategies include:

Your pension is a strong foundation—but additional planning strengthens it. We help you develop retirement strategies that balance federal benefits with personal savings. Areas of focus include:

While we do not provide legal services, we collaborate with your attorneys to help ensure your financial strategies reflect your goals.

Whether you’re decades from retirement or already collecting your pension, wealth preservation is key. We help you protect assets, coordinate with your estate plan, and create a clear roadmap for your legacy. This includes:

You’ve spent a career in service—now it’s time to make your benefits work for you. We help you translate complex federal options into a clear, actionable financial plan.

Whether you’re planning to retire in five years or already have, our team helps you protect what you’ve earned and plan strategically for what comes next.