Strategic Financial Planning for Federal Government Employees
Government employees need specialized financial planning support to navigate their unique benefits and retirement options. Our in-house team of CERTIFIED FINANCIAL PLANNER® practitioners, CPAs, attorneys, investment specialists and insurance professionals works together to integrate all aspects of your financial life into a comprehensive, actionable plan.
We Can Help You Gain Clarity Surrounding Your:
Long-Term Financial Security and Retirement Outlook
Federal Benefits Package and Pension
Tax Minimization Strategy
Estate Planning and Charitable Giving Strategies
Meet With a Financial Advisor
Complete this form to request a free, no-obligation meeting. A team member will contact you to gather information and match you with a financial advisor.
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Best Wealth Management Firms 2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
By the
Numbers
~$700B
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.*
625+
CFP® Professionals
50
States Served Nationwide
What to Do With Your Federal Retirement Savings Plans
As a government employee, you’ve likely been saving for your retirement in one or more retirement savings programs. You may be wondering what to do with the money saved in those plans, including how to minimize any tax implications and manage it going forward. Whether you’re participating in the Federal Employees Retirement System (FERS), the Civil Service Retirement System (CSRS) or the federal Thrift Savings Plan (TSP), there are many factors to consider. Our wealth managers can provide recommendations based on your current financial situation, your years to retirement and what your goals are to help keep you on track toward the retirement you’ve been planning.
Your Best Interests. Always.
As a registered investment advisory firm, we have a fiduciary obligation to act in your best interests. We make decisions based on your needs only.
- Independent, Private Wealth Management Firm
- Not Tied to a Family of Funds or Other Investment Products
- Will Only Make Recommendations in Your Best Interests
Let's Talk
Meet With a Financial Advisor
Creative Planning has financial advisors in nearly every major metropolitan area. Schedule a free consultation to discuss your goals and how we can help.
