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"...helping federal employees plan for retirement."

Advisors in the PlanVest Federal group hold the prestigious designation of Chartered Federal Employee Benefits Consultant (ChFEBC).  This designation is held by a limited group of Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive education course and passed a rigorous examination covering a wide array of federal government employee benefits.

Our ChFEBC Advisors are uniquely qualified to serve Federal Employees based on an extensive knowledge of:

  • CSRS and FERS Annuities (federal pensions)
  • Thrift Savings Plan (TSP)
  • Survivorship and Spousal Benefits
  • Pension Maximization and Retirement Income
  • Life Insurance
  • Health Insurance
  • Long Term Care Insurance
  • Social Security
  • Lifetime Income Strategies
  • Spousal Retirement Income Strategies
  • Federal Employees serviced include: CSRS, FERS, CSRS Offset, FERS Transferees, Fire Fighters, Air Traffic Controllers, Federal Law Enforcement, Secret Service, Postal Employees and more

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Frequently Asked Questions: Learn More

Federal Websites:

          Office of Personnel Management

          Social Security Administration

          Thrift Savings Plan

Federal Benefit Professionals complete extensive training to become a ChFEBC (Chartered Federal Employee Benefits Consultant). They are required to stay up-to-date on the ever-changing Federal Government Benefits Programs. They have extensive knowledge about FERS, CSRS, Special Provisions (LEO, FF, ATC, CBPO, MRT). So if you have questions about your TSP, FEGLI, Social Security, or other aspects of your retirement benefits, we can help!

Get in touch for your complimentary consultation!

Thank you!