See Our Services

At BFS, we understand that federal employees face unique challenges when planning for retirement. That's why we offer a range of services tailored to your specific needs. Our goal is to simplify the complexities of federal retirement benefits, providing you with the clarity and guidance needed to secure a confident financial future. Whether you're just beginning to plan or are nearing retirement, we offer expert solutions to help you make the most of your benefits and savings.

No Compromise, Just Maximize

Each of our services is designed to provide federal employees with the knowledge and tools they need to confidently navigate the retirement process. Contact us today to learn more about how we can help you plan for the future.

Federal Retirement Benefits Analysis

Understand and optimize your federal benefits with our comprehensive analysis. We tailor strategies for FERS/CSRS pensions, TSP contributions, and Social Security integration to ensure you’re on the right track.

Thrift Savings Plan (TSP) Planning

Maximize your TSP with expert guidance. We help you optimize contributions, choose the right investment options, and plan tax-efficient withdrawals to align with your retirement goals.

Retirement Income Planning

Ensure your income lasts throughout retirement. We develop personalized strategies that balance TSP, pension, and Social Security income while minimizing tax burdens and covering unexpected costs.

Estate and Legacy Planning

Secure your legacy with our estate planning services. We help you protect assets, minimize estate taxes, and ensure your wishes are honored with wills, powers of attorney, and beneficiary planning.

Hear What Our Clients Say

Edna

Thanks Gigi! It was a pleasure meeting with you. Thank you for all your help! Others in the office said we should speak with you.

John

Again thanks so much for your help in this matter, it made this so much easier for me.

Debbie

It is sad that one needs a consultant to figure out how to retire, but it is the reality and you filled a critical need for us. My retirement from the Postal Service would have been a disaster, possibly still pending, and a bigger source of anxiety for us without your help. Thank you again.

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