Federal Employees 2017-05-23T02:41:02+00:00

Financial Planning for Federal Employees

The Liberty Group LLC understands first-hand the needs and complexities of Federal and State Employees. The Managing Principal & Senior Financial Advisor for the Liberty Group’s DC office is the son of retired 24 year Army Veteran turned Postal Service Employee and whose mother was a state employee for 30 years. With extensive knowledge of the Civil Service Retirement System and Federal Employee Retirement Service, The Liberty Group LLC can help to advise on areas of Social Security Eligibility and Optimization, benefits for beneficiaries, Thrift Savings Plan Investment Services along with many other areas of concern prior to separation of service.

For many, the glide path to retirement from Federal or State employment can be gradual with many years of planning, and for others, it can be abrupt with unforeseen changes separation policies and procedures.

The Liberty Group LLC is able to give trusted counsel on how to best utilize and maximize your available benefits to ensure a smooth transition from federal/state employee to retiree.

FEDERAL EMPLOYEE WITH FINANCIAL QUESTIONS?

ASK AN EXPERT

Decide. Plan. Execute.

OUR PRACTICE AREAS

column2-image1Investment Management

column2-image1Financial Planning

column2-image1Retirement Planning

column2-image1Tax Preparation

column2-image1Elder Law & Estate Planning

column2-image1Financial Services

DO YOU HAVE THE RIGHT FINANCIAL PLANNER?

Depending on financial goals, some advisors may not be suitable to handle your objectives. Working with the wrong advisor can limit your access to other professionals, products, and services, increase your risk of you accomplishing your goals; which is sure to complicate matters opposed to simplifying them.

“Thorough Knowledge Empowers Sound Counsel” is a belief that Will Thomas integrates into the work he provides for his clients. As a Certified Financial Planner (known as the Gold Standard of Financial Planners), Certified Investment Management Analyst and Certified Trust and Financial Advisor, Will Thomas III, CFP® CIMA®, CTFA is able to provide the highest quality of financial planning advice & expertise to his clients.

With so many advisors to choose from, let Will Thomas & the Liberty Group narrow your search for a financial advisor down to one Advisor in Washington DC.

Contact Us Today!