Federal employees
The Kissinger Wealth Management Group began working with federal employees over 30 years ago. For many years, Ned taught federal benefits briefings himself, speaking to thousands of federal employees over the years. We provide a complementary consultation with our team, where we are able to answer your individual questions and gauge your retirement trajectory through RBC Wealth Management’s WealthPlan software.
As federal employees, you have a very unique benefits system. For most private sector employees, pensions are a relic of the past. Our team is knowledgeable about the federal pension systems (both FERS and CSRS), the Federal Long-Term Care Insurance Program (FLTCIP), Federal Employee Health Benefits (FEHB), Federal Employees Group Life Insurance (FEGLI), Special Retirement Supplement (SRS) and other benefits unique to you as federal employees. While the educational seminars are helpful, it is a lot to absorb in one sitting and the format does not allow for personalized guidance. The follow-up consultation is designed to take a more personalized look at your overall benefits and financial picture. With the backing of RBC Wealth Management, the Kissinger Wealth Management Group leverages their knowledge of the federal benefits system with the resources of a global bank to provide customized wealth management planning and guidance.
Service provided:
- Investment feedback
- Insurance needs analysis
- Pension estimates
- Retirement projections (i.e., how Social Security, pension and savings work together)
- Wealth management planning
