One System. Hundreds of Choices. Thousands of Opinions. Zero Clear Answers.

As a federal employee – you know your benefits are complex and understanding which is the best option for you takes more than knowledge.  It takes experience, skill and judgement. If you’re a federal employee and can’t find a financial professional who knows the difference between CSRS from FERS? Has never heard of the TSP? Or thinks FEGLI is some sort of pasta dish?  Look no further.

Are you wondering if you have enough money saved up to retire?  When you should take your FERS pension? Or when you should start taking Social Security? Or what is correct TSP investment strategy to generate income AND have the extras in retirement life such as travel and fun without taking the risk of running out of money?   

Would you rather KNOW then GUESS?

Mission Point Planning and Retirement helps people who spent a lifetime working in public service and lived practical upper-middle income lives, allowing them to accumulate enough wealth to be able to retire. We help you plan for and make the transition into retirement.

Starting in 2005 with one retiring letter carrier, Anthony Bucci built Mission Point Planning to guide federal employees through the myriad of financial decision on their way to, and through retirement.  Anyone can find lots of information about financial planning and retirement. But federal employees really do have unique financial planning considerations that go beyond traditional financial planning.  

 We can help by providing objective 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)

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.

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Turning your Pile into a Paycheck Part II: Living too long.

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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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