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

Contact Me

Order Your Report Today

Federal Wealth, LLC

(801) 309-4722

Hours

Monday - Friday: By appointment

Saturday: By appointment

Sunday: Closed

Legal Disclosure

Federal Wealth, LLC locatetd at 4548 South Atherton Drive #210, Salt Lake City, UT 84123, 

Mobile: 801-309-4722 E-Mail: eric@aspencapman.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


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.

Strategies may include using a  combination of fixed indexed annuities with a lifetime income rider  and/or tax favored life insurance. Strategies are for information only.   It should not be construed to mean that such products are FDIC insured  or backed by any guarantees other than those subject to the claims  paying ability of the issuing insurance company. Annuities and life insurance are subject to withdrawal or surrender charges for a period of  time which vary by product. Products and strategies may include caps on  growth. Please refer to specific company product brochures,  illustrations and contracts for details.

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

INVESTMENTS OFFERED THROUGH Aspen Capital Management, INC.

1173 South 250 WEst Suite #105

St. George, UT 84770  office: 435-275-2810 

For more information please refer to: www.aspencapman.com