Strategic Financial Planning for Federal Employee Buyouts
Your government employee buyout package requires strategic tax and investment planning. Get specialized guidance from Creative Planning’s team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs and attorneys to help optimize your transition and preserve your wealth.
We Help You Resolve Questions About Your:
Financial Impact – Long-term security and retirement outlook
Benefits Assessment – Federal benefits package and pension effects
Tax Strategy – Optimizing your buyout’s tax implications
Next Steps – Accelerate retirement or move to the private sector?
Request Your Complimentary Wealth Strategy Session
One of our nearby wealth managers will analyze your buyout package, current financial plan, tax projections and income strategies. There’s no obligation.
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Over $354 Billion
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024*.
50 States and Abroad
Providing financial peace of mind nationwide and in 90 countries.
525+ CFP® Professionals
A team of specialists fiercely determined to provide you with the best possible plan to grow, protect and transfer your wealth.
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. Now the question is in front of you about what to do with the money saved in those plans, including how to minimize any tax implications and how to manage those savings 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.
WHY CREATIVE 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 at a Location Near You
Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.
Awards & Recognition
Top RIA Firms
2019-2024
Awarded each September, based on data from a 12-month period through June 30.
Charitable Champion
2023-2024
Awarded each July, based on activities from a 12-month period through December 31.
Top RIA Firms
2024
Awarded each July, based on data from a 12-month period through December 31.
