Fiduciary Financial Advisors For Government Employees

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms

We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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Independent Financial Advisor For Government Employees

Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Government Employees

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Government Employees?

Retirement benefits provided to government employees can be complicated and unpredictable, especially given the tendency of government workers to quickly move into and out of different positions. That’s why the services of a skilled financial advisor are especially important for this group. For example, they can analyze their needs for life, disability, and long-term care insurance coverages both during and at retirement and help them maximize their pension income by helping them choose a payout strategy that best aligns with their personal and family financial goals.

Questions Government Employees Should Ask Their Financial Advisor

How can you help me get the most from my retirement?

As a government employee, your retirement benefits can be complex. Financial advisors can help establish and manage several different types of retirement vehicles, such as a 401(k), IRA, and their Roth variants. They can also make sure that they are filled with investments that will provide strong returns for the future.

Can I change my plan if my circumstances change?

Politicians can have volatile careers. Depending on your position, you may be planning on scaling the political ladder. Likewise, if you are in an elected position, you will likely only hold the role for a number of years. Make sure you can change your plan if your salary, retirement package, or other financial factors change.

Are you a fiduciary?

This is a critical question for anyone looking to use a financial advisor. Fiduciaries are financial professionals that have a regulated ethical responsibility to their clients. Only ever trust your money to a fiduciary.

Find A Fee-Only Financial Advisor For Government Employees

Connect With a Financial Advisor

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Top Financial Advisors Serving Government Employees

Financial advisors are money management experts that can help you organize, systematize, and optimize your finances. They can help government employees set up stable and productive retirement accounts, plan their taxes, manage an investment portfolio, and more. Their job is to help you achieve your financial goals.

If you are working as a government employee, a financial advisor is a great way to keep your finances organized. You don’t have to have any particular salary level to warrant an advisor; they can help people in any position make improvements to their financial standing without impacting their lifestyle. Even if you don’t need full financial management, advisors are also qualified to provide simple advice, guidance, and planning for the future.

City Hall nameplate on a local government building.

Besides government employees, our advisors are also qualified to help those in the following fields:

  • Lawyers and legal professionals
  • Civil servants
  • Police officers

When Do You Want To Retire?

How far away is your dream life?

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Other Resources On
How To Choose a Financial Advisor For Government Employees

What is the Value of Partnering with a Financial Advisor?

How to Choose a Financial Advisor

Questions to Ask Your Financial Advisor

FAQs About Certified Financial Advisors For Government Employees

The majority of financial advisors use a percentage based fee system whereby you are charged a fee of 0.25% to 1% of your assets under management. Many can also accommodate a flare rate or hourly structure, but may adjust or limit certain services if you choose that system.
Financial advisors are money management experts that can help you organize and optimize any aspect of your finances. In particular, they can help secure your funds so they are safe for the future and can continue to provide a steady income for years to come, especially post-retirement.
If you have any friends or close colleagues in similar government roles as you who use financial advisors, asking them for a recommendation is a good place to start. If you have no such connections or didn't find the advisor you need, the internet is the next most common and most productive place to look.
Eventually, the aim of your advisor will be to bring you returns that are greater than the fees they charge. When this is the case, most advisors will simply withhold their salary from your returns. Otherwise, they may ask you to pay by check, wire transfer, or another method.