At PublicServ Wealth Group, we help public servants and local employees retire with confidence by bridging the gap between pensions and private-sector wealth-building tools.
Claim Your Custom Benefit AnalysisWhether you have questions or need support, we’re here to help. Contact us today we’d love to hear from you!
Have questions or need assistance? Get in touch with us, and our team will be happy to assist you.
info@publicservwealth.com
844-4WEALTH
8605 Santa Monica Blvd #178050 West Hollywood Ca 90069 United States
We offer three core differentiators that set us apart in serving public servants
Every advisor understands the nuances of FERS, CalPERS, teacher pensions, and other government benefits.
We integrate insurance solutions, tax strategies, and wealth management into one coordinated plan.
While not all services are fee-only, every recommendation follows strict suitability standards.
FAQ
Have questions? Find answers to common inquiries
about our services, pricing, and features.
Yes, we provide comprehensive unused retirement strategies tailored specifically for federal employees. Our strategies focus on maximizing your TSP contributions, optimizing pension elections, and creating tax-efficient withdrawal plans that many federal workers overlook.
We specialize in serving public servants: educators, first responders, healthcare workers, and local/state employees. We also support small business owners and private-sector professionals who want specialized retirement planning expertise.
We offer several comprehensive frameworks including the Federal Employee Retirement Framework (FERF), the Educator's Retirement Optimization System (EROS), and the Healthcare Worker's Financial Security Framework. Each framework is designed to address the unique challenges and opportunities within specific public service careers.
During your consultation, we'll conduct a comprehensive review of your current retirement position, analyze your federal benefits, discuss your retirement timeline and goals, and provide personalized recommendations. The session typically lasts 15-45 minutes and includes a detailed action plan tailored to your specific situation.
Drop us a message, and our team will respond promptly to assist you. We're here to help!
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