Federal Wealth, LLC
Federal Wealth, LLC
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  • The ALTUS AWARD Program
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    • 2016 Altus Award
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    • Home
    • The ALTUS AWARD Program
      • Award Recipients
      • 2016 Altus Award
      • 2017 Altus Award
  • Home
  • The ALTUS AWARD Program
    • Award Recipients
    • 2016 Altus Award
    • 2017 Altus Award

(801) 309-4722

Making Employee benefits the priority

Making Employee benefits the priorityMaking Employee benefits the priorityMaking Employee benefits the priority

Holistic approach to employee benefits management

free personal benefits analysis

(801) 309-4722

Making Employee benefits the priority

Making Employee benefits the priorityMaking Employee benefits the priorityMaking Employee benefits the priority

Holistic approach to employee benefits management

free personal benefits analysis

services offered to participants of Employer benefits

Employee Benefits Planning

Looking at employee benefits in a holistic paradigm so that all benefits work interdependently towards the goal of efficiency towards your health and financial wellbeing.  

Comprehensive Benefits Approach

Reviewing group plan benefits and looking at areas that overlap with current or government provided benefits to maximize efficiencies in the plan. This is done by utilizing indemnity plans along with benefit options to find the right fit in your customized employee or employer plan

What Makes Me Different From Other Benefits Managers?

I enable creativity and compliance to come together in order to present the best possible outcome for employee benefits management.  From creating and monitoring benefits to finding inefficiencies, I am ready to help.

about me

Eric F Bullock, CAS®

Eric Bullock, Benefits Consultant at Federal Wealth, LLC, a company specializing in employee benefits planning and analysis. Eric is also a Certified Annuity Specialist CAS® which gives him the unique ability to analyze benefits offered to Federal employees and strategize to provide unique solutions for them.


Eric F Bullock was also a board member of the The Altus Award, an award given to individuals or organizations that are found to be providing fiscal responsibility and significant economic impact in the lives of Utah families.  Here is a link to the news coverage for the 2017 Altus Award: https://www.abc4.com/news/local-news/gov-herbert-spotlights-utah-companys-work-in-education/862527473

For more information on the award, please click on The ALTUS AWARD Program Menu bar above

Minimizing the Overlapping of Benefits

You must take into consideration all of the benefits you are entitled to by the federal government and then look at areas in which there are overlaps so that you can focus on the areas that matter most

Communication and Implementation

Communication is key in having a successful benefits implementation of the agreed upon plan.  The plan requires annual adjustments to make sure you are where you need to be as goals can sometimes change

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Federal Wealth, LLC

(801) 309-4722

Hours

Monday - Friday: By appointment

Saturday: By appointment

Sunday: Closed

Legal Disclosure

Federal Wealth, LLC

Mobile: 801-309-4722 E-Mail: federaladvisor@gmail.com


Representation: Nothing contained in  this website or attachments, if any, rise to the level of a  representation. To ensure compliance with requirements imposed by IRS  circular 230, please be advised that any federal tax advice contained in  this brochure or attachment is not intended or written to be used for  the purpose of (1) avoiding penalties under the Revenue Code or (2)  promoting, marketing or recommending to another party any transaction or  matter addressed herein.  This website, or any brochures and  attachments, if any, may contain numeric, graphic or narrative  presentation that are theoretical in nature and provided only for  educational and exploratory purposes.  Only third parties provide  non-theoretical presentations and representations. Information contained  herein should not be construed as legal or tax advice and is for  informational purposes only.  FederalWealth.me does not provide legal  or tax advice. Please consult a qualified professional for advice  regarding legal and tax matters.

Federal Wealth, LLC or Eric F Bullock may be financially compensated through management fees, commissions or both.


Investment Advisory Services Offered through Aspen Capital Management




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