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
Challenges Healthcare Professionals Face
Most advisors don't understand the nuances of government pensions, TSP restrictions, or phased retirement options.
Tax inefficiencies in 403(b)/457 plans.
Limited investment options in 403(b) plans.
Problem
Our Solutions: Precision for Your Future
We offer specialized frameworks tailored for healthcare professionals, ensuring you can maximize your earnings, reduce inefficiencies, and build a secure financial future.
Supplemental retirement accounts (IRAs, Roth options).
Optimized use of 403(b)/457 and employer retirement benefits.
Solution
Success Story
"Navigating the state pension options was confusing, and I was worried about outliving my savings. As public sector specialists, PublicServ Wealth Group provided incredible clarity. They used a tailored insurance-based strategy to protect my pension income and guarantee a lifetime stream of income for my husband, without compromising my retirement check. I finally have complete confidence in my financial future."
Diane Miller, RN
Public Health Officer, State Department of Health 23 Years of Service
Guaranteed Lifetime Income
Legacy Planning
Pension Maximization
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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