Financial Advisor for Federal
Employees & Retiring Military
You served this country with dedication and discipline. Now let us help you maximize every benefit you have earned.
You Served This Country.
Now Let Us Serve You.
Federal employees and retiring military face a financial planning landscape that is unlike almost any other. FERS pension calculations, TSP investment decisions, military pension coordination, VA benefits, survivor benefit plans, and the critical timing of retirement — these are complex decisions with consequences that last a lifetime. Most financial advisors do not truly understand your benefits. At Advance Financial Lighthouse we do. We speak your language, understand your service, and know exactly how to help you maximize everything you have earned.
Your Federal Benefits Are
More Powerful Than
Most Advisors Know.
The decisions you make about your FERS pension and TSP in the years leading up to retirement will define your financial life for decades.
As a federal employee you have access to one of the most comprehensive benefit packages available to any worker in America. But those benefits are only as powerful as the strategy behind them. At Advance Financial Lighthouse we help federal employees understand exactly what they have, how to maximize it, and how to time their retirement to get the most from every benefit they have earned.
- FERS pension calculation and retirement date optimization
- TSP fund selection and contribution maximization
- FEHB health insurance decisions at retirement
- FEGLI life insurance review and optimization
- Survivor benefit election strategy
You Earned Every Benefit.
Let Us Help You Keep It.
Transitioning from military service to civilian life is one of the most significant financial moments of your life. The decisions you make in this window matter more than almost anything that follows.
Whether you served 20 years or a full career, your military retirement benefits represent a lifetime of sacrifice and service. At Advance Financial Lighthouse we specialize in helping retiring military members and veterans coordinate their military pension, VA disability benefits, survivor benefit plan elections, and TSP withdrawals into one cohesive retirement strategy that honors your service and secures your future.
- Military pension and Social Security coordination
- VA disability benefits integration and planning
- Survivor Benefit Plan (SBP) election analysis
- TSP withdrawal strategy and rollover guidance
- Transition from military to civilian financial life
Complete Guidance for
Federal & Military Retirement
Every service below is coordinated into one comprehensive retirement strategy built around your unique benefits and your life.
You Served This Country.
Now Let Us Serve You.
Schedule a complimentary consultation with Kathy Williams, RFC® and let us build a retirement strategy that maximizes every benefit you have earned through your years of service.
Schedule a Free Consultation Meet Kathy Williams