Federal Employees
General
Benefits planning
Benefits planning
Government employees have complex and unique needs when it comes to their benefits. We specialize in understanding your benefits and can help you navigate your complex offerings to find what is best for you. We can also help identify and plan for issues that federal employees commonly face in planning for retirement and other goals.
Benefits planning
Benefits planning
Benefits planning
Do you have questions about your FERS retirement or other pension(s)? Would you like guidance on investing your TSP monies and evaluating the proper funds and allocation to use? Are you unsure what FEHB plan is right for you and your family? Through the planning process, we help federal employees to better understand available options and select the benefits or strategies that best suit their personal situation.
Preparing for Retirement
Preparing for Retirement
Preparing for Retirement
Do you need financial advice but think no financial professional wants to help someone with little to no investable assets? We can provide you with ongoing advice to help you get started on the path toward your goals, get back on your feet, or find ways to improve what you are already doing. We offer competitively priced arrangements to fit into your budget.
Special Considerations
Preparing for Retirement
Preparing for Retirement
Although through the Marriage Equality Act, the LGBTQ+ community has gained rights such as the ability to get married, there are still unique situations that a financial professional must understand in order to work effectively with clients. At Covered Bridges, we can help ensure your unique needs are taken into consideration and recommendations are tailored to your situation.