Retirement Planning That Honors Your Dedication
At PublicServ Wealth Group, we understand the dedication and unique financial landscape of educators. We specialize in wealth solutions designed exclusively for America's public servants, and we "Speak Your Financial Language".
Value Proposition
Value Proposition
The Public Service Retirement Gap
Most advisors don't understand the nuances of government pensions, TSP restrictions, or phased retirement options.
Limited pension growth.
Tax inefficiencies in 403(b) plans.
Problem
Our Precision Approach
We've developed specialized frameworks to address public sector challenges.
Supplemental retirement accounts (IRAs, Roth options).
Strategies to maximize CalSTRS/TRS benefits (if applicable).
Solution
Success Story
After 28 years teaching science, I assumed my pension was set. Then PublicServ's Benefit Audit found $1,800/month I was missing just by optimizing my survivor benefits and election timing. They didn't just boost my income they shielded my family from $217,000 in tax penalties and guaranteed 100% income continuity for my husband. For the first time, I feel absolute certainty about retirement. PublicServ gave us peace of mind I didn't know was possible.
Maria R.
High School Principal, 30 Years
Growth Strategies
Principal Protection
FAQ
Frequently Asked Questionss
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.
Don’t see the answer you need?
Drop us a message, and our team will respond promptly to assist you. We're here to help!
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