Our mission is to create accessible, high-quality financial education and advice. We strive to provide financial education through our webinars, weekly articles, and through one-on-one guidance with our Certified Financial Planner™ professionals and Chartered Federal Employee Benefits Consultants. Our goal is to build a long-term relationship and establish ourselves as your trusted partner.

Sign up for our Federal Retirement Workshops today!
https://www.planwellfp.com/federal-retirement-webinar-workshop/

At PlanWell, we take the time to offer a no cost and no obligation Federal Benefits Report unique to your numbers.

What the Federal Benefits Report covers:
- Federal Employee Retirement System (FERS)
- Civil Service Retirement System (CSRS)
- Thrift Savings Plan (TSP)
- Survivor Benefits
- Federal Employees Group Life Insurance (FEGLI)
- Federal Employees Health Benefits (FEHB)
- Medicare
- Social Security
- Sick Leave Conversion
- Annual Leave Payout
- Federal Long-Term Care Insurance Program (FLTCIP)
- List of Action Items

Check out our process when working with new clients below:
Federal Employee - https://www.planwellfp.com/federal-employees/

Areas of Focus:
- Retirement
- Work benefits
- Federal Benefits
- Tax Strategy 
- Investments
- Estate Planing
- Trusts 
- Insurance (life & long-term care)


PlanWell Financial Planning, LLC is not affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, OPM, the Federal Employee Retirement System, or any other federal agency benefits programs or retirement plans, including the Thrift Savings Plan (Federal Benefits Plans).

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth: 10701 PARKRIDGE BLVD SUITE 130 RESTON, VA, 20191 Branch Phone: 571-543-2783.

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