Our individual consulting service is a thorough yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we develop customized financial strategies for turning your goals into reality.
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Current Financial Position
Helps you evaluate the impact of life events on your finances and gives you strategies for dealing with them.
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Determine current income and expenses
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Determine current and projects net worth
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Establish an Emergency Fund
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Protection Planning
Pinpoint gaps in your financial safety net and shows how to close them.
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Protection for you and your family in the event of death.
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Protect your income in the event of a disability
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Retirement Planning
Provides a strategy for maximizing your retirement income or insure you are taking the appropriate steps to achieve your retirement goal.
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Estimate retirement income and expenses
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Determine retirement savings needs
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Determine how to distribute your retirement funds
Planning for the Future
Explore the consulting options you have with FedAdvantage
Current Financial Position Services
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Cash Management
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Financial Planning
Protection Planning Service
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Life Insurance Planning
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Disability Insurance Planning
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Long-Term Care Insurance Planning
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FEHB Plan Comparison
Retirement Planning Service
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Federal Retirement Benefits Report
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Retirement Planning
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Social Security Maximization
Want to find out more? Complete our Request for Individual Consulting form and a FedAdvantage team member will contact you.