Federal Employees

federalThere is certainly no shortage of financial professionals that specialize in serving business owners, executives and high net worth families. However, as a federal employee, chances are you have come to the painful realization that it is very challenging to find a financial advisor that understands the complexities of your FERS or CSRS benefits. At Thompson Wealth Management, we specialize in helping federal employees maximize and take full advantage of all their benefits. And equally as important we help you avoid potentially devastating mistakes or elections that could cost you thousands of dollars over the course of your retirement.

Neal Thompson is an independent Investment Advisor Representative and Financial Planner that helps hundreds of federal employees yearly plan and prepare for the retirement lifestyle they have worked so hard to achieve. Because of his focused experience of both FERS and CSRS benefits, Neal has hosted and presented retirement planning workshops in Arizona, Nevada, California and Colorado for hundreds of federal employees at numerous government agencies and departments.

He also offers monthly seminars specifically for federal employees at our office in Scottsdale. To view upcoming seminars, click here

If you don’t know the answers to any of the questions listed below we encourage you to contact us now to request a complimentary, no obligation, personalized Summary of Federal Benefits Analysis.

Questions we will help you answer:

  • Do I need to use my TSP for income?
  • Am I doing everything I can now to maximize retirement Benefits?
  • Should I transfer my TSP to an IRA?
  • What is my monthly annuity income (FERS/CSRS) when I retire?
  • When should I retire in order to receive the highest benefit?
  • What is my minimum retirement age?
  • What retirement system am I under?
  • What day should I retire?
  • Should I make deposits or re-deposits?
  • Do I need to choose a survivor at retirement?
  • When should I begin taking Social Security benefits?
  • What withdrawal option should I plan to take at retirement?

Field of Specialties

  • CSRS/CSRS offset sections
  • FERS and CSRS transferees
  • Special Provisions CSRS/FERS (law enforcement, fire fighters, air traffic controllers, reservists)
  • Federal Employee Group Life Insurance (FEGLI)
  • Thrift Savings Plan (a 401k-type plan)
  • Social Security impact on benefits
  • Health insurance (FEHB)
  • OPM Long Term Care
  • Windfall Elimination Provision
  • Taxes on Federal benefits
  • Forms used at retirement
  • Calculating your annuity benefit payments
  • Options regarding mandatory retirement
  • Calculation of part-time service
  • Military credible services
  • TSP investment options

Helpful Links

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

OPM (U.S. Office of Personnel Management) | Social Security Administration | TSP (Thrift Savings Plan) | Medicare | Federal Daily | My Federal Retirement

For more information on Federal Retirement Services, click here.

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AZ, CA, CO, ID, IL, MA, NV, NY, NC, OK, OR, TX, VA, WI, WY. Investment Advisor Representative,Cambridge Investment Research Advisors, Inc.,a Registered Investment Advisor Cambridge and Thompson Wealth Management are not affiliated.

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