With years of experience helping Federal Employees and Medicare Beneficiaries prepare for their retirement future . Ask about:
As a Chartered Federal Employee Benefits Consultant and Certified Annuity Specialist, I can access many different solutions so you can get the right solution for your situation.
I utilize proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on conservative recommendations and specialized guidance based directly on your needs and goals as a federal government retiree.
YOUR TYPICAL FINANCIAL ADVISOR IS USUALLY UNAWARE OF:
1. FERS Supplement strategies and qualifying for this benefit early.
2. FEHB suspension strategies allowed by OPM when enrolling in Medicare.
3. TSP early withdrawal strategies depending on service and age.
4. Maximizing Social Security benefits by utilizing the unique federal benefits.
5. Staying constantly informed of any changes to federal retiree laws and rules.
Eric Bullock, Manager of Federal Wealth, LLC, a company specializing in retirement strategies, assists retirees and pre-retirees alike in preparing a roadmap for living life’s journey in a more financially successful way. Eric is also a Chartered Federal Employee Benefits Consultant, ChFEBC ℠ and 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 is also a co-founder 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
In retirement, I have found that minimizing the downside risk with a properly diversified financial plan is more important than seeking high returns with high risk portfolios
Communication is key in having a successful client and advisor relationship. Implementation of the agreed upon plan does not end once it is implemented. The plan requires annual adjustments to make sure you are where you need to be as goals can sometimes change
Federal Wealth, LLC locatetd at 4548 South Atherton Drive #210, Salt Lake City, UT 84123,
Mobile: 801-309-4722 E-Mail: email@example.com
As a fiduciary, it is an investment advisors's responsibility to provide fair and full disclosure of all material facts. An investment adviser has a duty of utmost good faith to act solely in the best interest of each of its clients.. Aspen Capital Management and its supervised persons have a fiduciary duty to all advisory clients. As fiduciaries, it is unlawful for Aspen Capital Management and its supervised persons to engage in fraudulent, deceptive or manipulative activities. Aspen Capital Management and its supervised persons will act in each client's best interests at all times and will not at any time place their interests ahead of any client's interest. This fiduciary duty is considered the core underlying principle for the firm's Code of Ethics and personal trading policy and represents the expected basis for all supervised persons' dealings with clients of Aspen Capital Management