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".
Many advisors don’t fully grasp the unique challenges of public safety retirement systems or the early retirement structures tied to these careers.
Limited pension growth despite years of service.
Risk of outliving benefits due to earlier retirement ages.
We deliver specialized strategies designed for State Heroes, making sure your years of service translate into long-term financial security.
Tailored retirement accounts (IRAs, Roth options, 457(b) strategies).
Maximizing police, firefighter, and state pension benefits.
"After 25 years serving as a state trooper, I thought my pension was straightforward. Then PublicServ’s Benefit Audit uncovered an additional $1,450/month I was missing just by adjusting my survivor benefits and election timing. They didn’t just increase my they protected my family from $192,000 in tax penalties and secured 100% income continuity for my spouse. For the first time, I feel complete confidence about retirement. PublicServ gave me and my family the peace of mind we deserve after a lifetime of service."
Daniel M.
State Hero, 15 Years
Retirement Security
Retirement Security
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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