At BPI, we provide our clients with professional assistance navigating the complex financial issues associated with the federal retirement system. We believe that education and the proper planning can ensure a secure financial future for federal employees and their families. We are equipped to offer guidance and education on the following topics:
In addition to addressing the specific issues of the federal retirement system, we work to accomplish our ultimate goal: to help you develop a complete and sound financial plan.
That plan includes the following:
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Benefit Planning, Inc is an independent firm and not affiliated with Money Concepts