DISCOVER, DIAGNOSE, DEVELOP, AND DELIVER.
Our independence is your advantage. With the freedom to select from a diverse range of products, services, and approaches, we’re equipped to tailor a retirement strategy that’s as unique as you are. Whether retirement is on the horizon or years away, we’re adept at crafting strategies that align with your specific income objectives.
Our retirement blueprint is simple. We start by understanding where you are now and determining where you want to go, then build and implement a detailed retirement income strategy, to providing ongoing service and support.
Purpose Driven Financial Services offers:
- Defined Benefit Pension Guidance (FERS/CSRS): Have confidence in a reliable future with personalized defined benefit pension planning, including spousal options to help ensure extensive coverage for your family.
- Thrift Savings Plans (TSP): Optimize your TSP investments and distribution strategies to make the most of your retirement savings.
- Federal Employee Group Life Insurance (FEGLI): Navigate the nuances of FEGLI to choose the coverage that best suits your needs.
- Social Security & Civil Service Retirement System (CSRS): Maximize your entitlements from both Social Security and the CSRS, ensuring a stable financial foundation.
- Disability Insurance Coverage: Protect yourself and your income with tailored disability insurance strategies.
- FERS Transfer & Retirement Package Counseling: Transition smoothly with access to expertise in FERS transfers and comprehensive retirement package counseling.
- Survivor Benefit Options: Protect the financial future of your loved ones with strategic survivor benefit planning.
- TSP In-Service Withdrawals: Explore your options for TSP in-service withdrawals to meet your current financial needs without compromising your retirement goals.
In addition to those federally and education-focused services, we also offer more general retirement services like:
- IRA/401(k) rollovers.
- Annuities.
- Retirement income strategies.
- Legacy planning.
- Tax-efficient strategies.
- Asset-preservation strategies.
- Wealth management.
We understand the unique challenges and opportunities that can be presented by federal benefits. We’re here not just to serve, but to appreciate the value of your service, helping to ensure that your financial strategy is as purposeful and impactful as your career has been to our nation and its future. We want to support you every step of the way. Call 804-301-4291 today.