Financial Advisor Patrick Ward

Patrick Ward

Financial Services For Federal Employees

Check Patrick Ward's Background Here:

Financial Products & Services

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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:

  • CSRS & CSRS Offset Retirement
  • FERS Retirement & Annuity Supplement
  • Social Security & CSRS Penalties
  • Federal Employee Group Life Insurance
  • Disability
  • Thrift Savings Plan
  • Retirement Planning and IRA Contributions
  • Long-Term Care
  • Survivor Benefits
  • Annuity Calculations
  • Military Time and Option of By Back
  • Retirement Eligibility
  • Retirement Options
  • Pension Estimates
  • Spousal Pension Calculations
  • Military Buy-Back Decisions
  • Military Catch 62 Penalties
  • CSRS Offset Rules
  • FERS Transfer Rules
  • Sick Leave
  • WEP Rules
  • GPO Rules
  • Special Retirement Provisions
  • FERS Options and Costs
  • TSP Options & Distribution Rules
  • Deposits & Re-Deposits

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:

  • Goal Setting
  • Budgeting
  • Risk Management
  • Insurance
  • Investing
  • Tax Considerations
  • College Funding
  • Retirement Planning and
  • Estate Planning

 

“The future is sure to hold many surprises and challenges. Your retirement should not be one of them.”

 

Benefit Planning, Inc. is a GSA contract holder.

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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

Patrick Ward is an independent contractor of Money Concepts

note: Benefit Planning, Inc is an independent firm and not affiliated with Money Concepts

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