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 Small Business Owners Face
Most financial advisors don’t fully understand the unique needs of entrepreneurs who must balance both business and personal finances.
Unpredictable income and lack of guaranteed retirement benefits.
Tax inefficiencies when withdrawing from traditional retirement accounts.
Problem
Our Solutions: Precision for Your Future
We create strategies designed for small business owners to help protect your lifestyle and grow long-term wealth.
Tax-advantaged retirement plans (SEP-IRA, Solo 403(B), Roth options
Customized strategies to maximize both business value and personal financial security.
Solution
Success Story
“Running my business, I thought I had my retirement plan figured out. I was wrong. PublicServ Wealth Group uncovered a 25% inefficiency in my tax strategy and helped structure a defined benefit plan that saves my company over $60,000 annually. They turned my retirement savings from a cost into a powerful investment.”
Maria Rodriguez
Owner & CEO, Rodriguez Manufacturing 22 Employees
Retirement Planning
Tax Strategy
Business Owner Wealth
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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