FEDERAL EMPLOYEES

Federal retirement benefits are often confusing and complex. We help show federal employees how proactive benefit decisions can positively affect their retirement and overall financial situation.

Federal employees are severely underserved when it comes to their financial planning. Feds have complicated benefits that can leave them confused and frustrated. Fewer than 50% have calculated how much they need to save for a comfortable retirement, and less than 25% have ever worked with a financial professional.

We understand your unique benefits.

Federal employees have unique planning needs—balancing their exceptional government benefits with the rest of their sometimes-complex financial picture.

Shamrock Financial Services has extensive knowledge of your federal benefits including:

  • CSRS & FERS Pensions
  • Survivor Benefit Plan
  • FERS Supplement
  • Social Security
  • Federal Employees’ Group Life Insurance (FEGLI)
  • Federal Employees Health Benefits (FEHB)
  • Federal Long-Term Care Insurance Program (FLTCIP)
  • Thrift Savings Plan (TSP)

Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs and helps federal families to make the most of these benefits—both while working and in retirement. Our goal is to always provide credible, top-notch financial planning services to our federal clients.

Our Federal Retirement Impact Workshop gives you candid, no-nonsense information.

Register for our upcoming Federal Retirement Impact Workshop today, so we can help you take the guesswork out of retiring from federal service.

Shamrock Financial Services works with ProFeds to offer its Federal Retirement Impact Workshop.

ProFeds has developed this unique CSRS and FERS benefits workshop that is focused on helping federal employees apply what they are learning in the classroom to their own situation. Instead of teaching at a very technical level regarding the benefit rules, we aim to educate employees to know the financial impact of retirement and benefit decisions, and to make those decisions carefully based on sound information.

While federal benefits are often confusing and difficult to interpret, ProFeds is able to break down complex concepts into easy‐to‐understand language to show employees how proactive benefit decisions can positively affect their overall financial situation.

Ideal candidates

The employees who typically benefit most from this workshop are within 5‐10 years of retirement. Those closer to retirement often have specific questions and concerns regarding retirement decisions to be made—and that makes this workshop particularly relevant to their situation.

Tailoring the workshop to meet the needs of federal employees

With the wide array of federal employees we train, we know the importance of tailoring the workshop material to suit their specific needs. The most common accommodations we make are for audiences of law enforcement officers, air traffic controllers, and firefighters. 

Following the workshop

The financial professional who hosts the workshop offers each employee an opportunity to meet to review their specific situation and develop a personalized Federal Benefits Analysis together. This analysis helps to demonstrate the value of their benefits and identify key decisions to be made as they move closer to retirement. This benefits review is offered at no cost and no-obligation to the agency or employee. 

ProFeds relationship with financial professionals

ProFeds is a nationwide support structure for financial professionals serving federal employees. The ProFeds team provides tailored training to financial professionals on the unique complexities of federal benefits to help them provide credible, educational financial planning services to their federal clients. ProFeds is proud to be a federal contractor and make this workshop available free‐of‐charge to federal agencies exclusively through financial professionals in the nationwide ProFeds network.

Email Address seamus@shamrockfinancialservices.com

Contact Number: (800) 343-5838

Schedule Your Appointment with

Seamus Caulfield
Today!

Main Phone (800) 343-5838

Securities offered through Shamrock Financial Services, LLC, a Registered Investment Advisor. Member FINRA/SIPC.

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