Confused by your Federal Employee Retirement benefits?

You’ll get clear, understandable answers simply explained.
Millard Financial Group has diverse and unique knowledge to help navigate the complex options offered by the United States Federal government.

Working with a financial professional who does not have knowledge of federal benefits may lead to unintended consequences and outcomes that might not be in your best interest. Selecting a financial advisor who understands the unique needs of and focuses on serving federal employees can be a prudent choice.

At Millard Financial Group we realize that every client has unique needs, goals, and objectives. We deliver individualized solutions to address your situation.

  • FERS & CSRS retirement analysis and planning

  • Pension Maximization

  • Special Category Employees (Law Enforcement, Fire Fighters, Air Traffic Controllers)

  • Federal Employee Group Life Insurance (FEGLI) planning and advice

  • Thrift Savings Plan (TSP) planning and income projections

  • Should I take the VSIP, VERA or RIF?

  • Social Security impact on benefits

  • Health Insurance (FEHB) planning and how to deal with Medicare

  • Long Term Care planning

  • Taxes on Federal benefits

  • Calculating your annuity benefit payments

fEDERAL EMPLOYEE RESOURCES

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.