Expert Financial Guidance for Federal Employees
Specializing in Fed benefits, TSP, FERS, & FEGLI
FED Benefit, FERS, & TSP Experts
Insurance
Experts
No one should spend their retirement worrying about money
As a Federal Employee, you may be wondering...
- Will have enough for retirement in this economy?
- Are there other investment opportunities?
- When should I begin spending funds?
- Will my savings last throughout my retirement?
- How do I know if I'm making wise financial decisions?
The Good News Is...
You don't have to live with Financial Uncertainty
At Summit, we help Federal Employees retire with confidence through better investment options and better financial advice.
You don't have to live with financial uncertainty
At Summit, we help Federal Employees retire with confidence through better investment options and better financial advice.
The Good News Is...
Let's be honest...
Navigating your federal employee benefits can be intricate and confusing.
Federal employees enjoy some of the most comprehensive benefits in the United States,
but how do you know that you are getting the most out of them?
At Summit, we believe that you deserve:
-
An expert team who specializes in your FED Benefits, FERS, and TSP
-
Support of an experienced (CFP) Certified Financial Planner
-
A customized plan to optimize your benefits so you can have confidence in your future
-
Peace of mind that you are not missing out on the best benefits and products
Our Specialties
Federal Employee Retirement System (FERS)
Federal Employees have unique needs and concerns that are specific to their career. Whether it’s planning for ‘earlier’ retirement due to your agency/role or decoding the differences between a traditional 401k and your TSP, Summit Investment Advisory Group has the experience to be your trusted partner. Our partnership with FED Benefits Center provides more than 20 years of knowledge and experience serving Federal Employees to ensure our solutions are tailored to their unique needs.
Thrift Savings Plans (TSP)
The Thrift Savings Plan (TSP) is a defined contribution retirement savings and investment plan that offers Federal employees the same type of savings and tax benefits that many private corporations offer their employees under 401(k) plans. By participating in the TSP, Federal employees and uniformed service members can save part of their income for retirement, receive matching agency contributions, and reduce their current taxes.
Our Partnership
With Federal Employee Experts
Our relationship with FED Benefits Center, helps us to enrich our clients’ lives by serving as both a valued consultant and advocate for them and their families. We do this through platinum level service and best-in-class product offerings.
Our mission is to ensure that
No Federal Employee ever misses out on optimizing their financial future
Here's how
it works
Ready to maximize your retirement income? Just follow our simple 3-step process!
1
Free Consultation
Summit the form below and our team will reach out to schedule a free consultation phone call.
2
Get a Financial Strategy
We'll provide a custom-fit financial strategy that you will be able to implement with us by your side.
3
Enjoy Financial Confidence!
Live with financial confidence with our team managing your investments.
Ready to Maximize Your
Retirement Income?
Contact Us
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