Federal Employee Financial Planning

Making a complex system, simple.

There’s very few people who would dispute the idea that Federal Employee’s Retirement and benefits are complicated. Whether you’re FERS or CSRS, there’s a myriad of issues that affect your retirement and the more you know about them, the more you can prepare to overcome them.

We take great pride in being able to help Federal Employee’s navigate their career and retirement through comprehensive financial planning and specific tools. It takes a certain amount of expertise to help Federal Employees. Dane Financial, LLC has been set up in a way to specifically cater to those both in their career as a federal employee or during retirement.

Federal Retirement Blueprint

Cost

The Blueprint is offered for a fixed fee of $500 – $1,500 depending on plan complexity. One-half paid upfront, balance of the final payment is due upon delivery of completed plan.

Comprehensive Financial Planning tailored to Federal Employees

Includes Risk Tolerance Assessment, Custom TSP Investment Strategy, and if retiring within 6 months, Retirement Paperwork help.

An initial 60-90 minute discovery meeting

1-3 subsequent planning meetings

Recommendations, action guides, and assistance implementing various parts of the plan. Includes tackling debt, planning for retirement, assessing risk tolerance, etc.

Personal financial planning software utilized

Connections to other professionals (e.g. accountants, attorneys, etc.)

Federal Employee Investment Management

Cost

1.25%-2.0% of Assets Under Management

No Minimums

A thoughtfully structured investment plan based on your individual needs

TSP rollover assistance

Many diversification options available

Both Active and Passive Management Available

Online Account Access and Reporting

Connections to other professionals (e.g. accountants, attorneys, etc.)