Welcome to Federal Employee Retirement Planning. When it comes to protecting their assets and feeling confident in their finances during their sunset years, many people are not sure where to start. That’s where our team comes in. The concern is no longer passing away too soon — it’s living too long. From estate planning to organizing a long-term income solution, our team is here to help you determine the best possible methods to secure your financial future.

We don’t promise quick or easy solutions. Instead, we offer an in-depth, personalized approach to setting reasonable, sustainable goals. As members of the RFC and the IARFC, we believe in working by your side to uncover your true financial concerns, needs, and desires while setting you up for success. Once we know exactly what it is you need, we design an action plan just for you. Ask us questions, tell us your worries — we will provide as much information as you need to feel confident.


Federal Employee Retirement Planning is focused on the Federal Retirement needs of United States Federal Agencies and Uniformed Services.

Our objective is to provide the education federal employees need to make better informed decisions regarding their federal retirement benefits.

Federal Employee Retirement Planning accomplishes this by conducting seminars utilizing content developed by experts on the Federal Retirement Systems.

Seminar content is delivered by Federal Employee Retirement Planning in one-half day training or 1 ½ hour TSP and FERS sessions in an open enrollment or agency specific format.


Federal Employee Retirement Planning provides “No-Cost” training seminars for Federal Agencies and their employees. Preparing for retirement is both challenging and complex in today’s retirement benefits and financial environment. At FBE we believe that providing “No-Cost” (for either agency or employee) training seminars will enhance agency utilization and employee attendance. In this manner Federal Employee Retirement Planning believes a greater number of federal employees will benefit from training seminars.

As your life changes, so do your goals. To ensure your plan lines up with your future, we meet with you regularly to assess your progress. From planning for your retirement to determining where you would like your assets to go after you pass, we grant you peace of mind every step of the way. Get in touch today to schedule your first consultation.