Client Resource Center: Scheduling Meeting

Finally, a financial planning and retirement firm created to serve you…
the Federal Employee.

Can’t find a financial adviser who knows the difference between CSRS from FERS? Has never heard of the TSP? Or thinks FEGLI is some sort of pasta dish? You’ve come to the right place. With years of experience working with both Federal and Postal employees, our skilled and educated team has the experience to guide you through all the phases of your federal career and into retirement. We provide unbiased advice on the following topics and more…

  • CSRS and FERS Pension Projection
  • Survivorship Planning for Pensions
  • Thrift Savings Plan Asset Allocation and Advice
  • Federal Employee Group Life Insurance (FEGLI)
  • Social Security Review
  • Federal Long Term Care Program 2.0

As a federal employee, your benefits are robust, but complicated.

Don’t go it alone.
Allow us to guide you through the maze of decisions
…. so you can set a course for your financial future.

Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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