We Help the Federal Community Live an Intelligent Retirement
A federal employee financial planner takes the weight
of your financial future off your shoulders.
All your finances handled in one place.
confidence in retirement
Don't overspend on taxes
Have you struggled with any of the following questions:
How should I think about cash flow throughout retirement?
When should I take Social Security?
What should I do with my Thrift?
Taxes seem to be my biggest expense in retirement, why isn't my advisor allowed to talk about them?
What do I need to consider before leaving federal service?
After retirement should I be an independent contractor or join a company as an employee?
Should I form an S Corp or LLC?
What about long term health care planning?
Which savings vehicles are best for my situation?
Should I consider a Thrift Savings Plan rollover?
We've developed the Intelligent Retirement Roadmap, a proven process that incorporates every aspect of your financial life so you can live an intelligent retirement.
Save time and frustration
Take control of your financial future
We'll guide you along the way
Transparent Long Term Relationship
As a fiduciary, we're on your side. Our fees are straightforward so you never have to worry about hidden fees or transaction costs.
We do better when you do better. It's that simple.
Everything You Need
In One Place
Most of our clients have worked (or are still working) for the federal government and move on to second careers. That's why we've built a business designed to handle your specific financial needs.
We've got you covered.
Retirement How You Imagined
We work with you to identify what you want out of retirement and design a personalized plan to get you there and keep you on track.
We help you get to where you want to be.
The decision to work with Intelligent Federal Retirement changed the way I look at my financial life. I could either get up every day and worry about my investments, trying to decide what to do with them, or I could have IFR advising me and taking care of things for me. I didn’t even have to think about it. I don’t worry about my financial situation anymore because they’ve set it up so it’s easy for me to understand and I know they’re taking care of not only my investments but my entire financial picture.
Testimonials are provided by clients of IFR. Clients were not compensated and no conflicts of interest have resulted from their relationship with IFR.
Interested in becoming a client?
Step 1: Intro
Start the process by clicking "Schedule Intro Call" below.
On this 30 minute call one of our senior advisors will discuss your situation and how we can help.
Step 2: Discovery
We'll help you analyze your goals and organize your finances.
At the end of this analysis you'll receive a summary of how to get where you want to go and how we can help you get there.
Step 3: Delivery
We'll present your Intelligent Retirement Roadmap and determine if we're a good fit for your needs. If we're the right fit for you we'll get the paperwork out of the way and get to work on your intelligent retirement plan.
Stop Stressing About Your Financial Future and See How We Can Help
Our years of expertise have allowed us to build a business specifically to serve you and the challenges you face as a retiring (or retired) member of the federal employee community. We’re ideally situated to help guide you down the proper path in your years leading up to retirement, and we have the expertise in tax and business formation to simplify how to structure a new venture after retirement.