At Allegiant Wealth Partners, we are committed to providing knowledgeable, timely and specific financial advice to all of our clients.  With a history and background in the federal workforce, we are pleased to offer specialized advice to federal employees, military members, and their families.  With our specialized knowledge and skillset, we can provide in-depth analysis of your CSRS, FERS and Military benefits and provide insight and maximization strategies that include incorporating your unique retirement benefits into custom financial plans designed with the federal retiree in mind. Below are a few areas where our team can serve yours!

* Federal Service and Benefits Review - Federal Employee Benefits Analysis
     A detailed analysis of your current federal benefits and their future path, customized to
     your benefits selections                                                                                                                                                                                                                 COMPLIMENTARY – This service is offered on a complimentary basis to all federal employees and retirees
* Federal Retirement Application Review - A Review of your Completed Retirement Application
     Our professionals have instructed the "Completing your Retirement Application" class for federal
     employees at the Human Resources Service Center                                                                                                                                                                   COMPLIMENTARY – This service is offered on a complimentary basis to all federal employees and retirees
* Planning Services (Services include):
     Financial Goal Setting / Custom Goal Setting / Income Needs Analysis / Benefits Coordination (TSP, Pensions, FEHB, FEGLI)
     Thrift Savings Plan - Transition and Tax Minimization Strategies / Pensions - Maximization and Survivor Benefits Analysis
     FEGLI - Analysis and FEGLI Benefits Maximization / Healthcare Solutions Review / Semiannual and On Demand Meetings
     Transitioning |FEHB|Medicare|Tricare| Healthcare Benefits into Retirement                                                                                                                              * Investment Services (Comprehensive Investment Services:)
     Managed Investment Solutions (Accounts are Custodied at Fidelity Institutional) / Cash Management Solutions
     Insurance Product Review and Solutions / Individual Investment Product, Banking, Insurance Product and Cash Management Solutions
     Thrift Savings Plan Educational Models / Educational Risk-Based Models / Portfolio Review and Analysis
     Analysis of Current Holdings and Alignment with Investment Objectives