Making Your Future in retirement a Success
FERS/CSRS/TSP/FEHB/FEGLI
MEDICARE/SOCIAL SECURITY/TRICARE
services offered to participants of government benefits
Government Benefits Planning
With years of experience helping Federal Employees and Medicare Beneficiaries prepare for their retirement future . Ask about:
- TSP Planning
- FERS Annuity Planning
- Retirement Planning
- Medicare Planning
- FEHB/FEGLI
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.
Comprehensive Conservative Approach
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.
What Makes Me Different From Other Financial Advisors?
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.
about me
Eric F Bullock, ChFEBC ℠ CAS®
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
Minimizing the Downside Risk
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 and Implementation
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