Family Life Financial Services
Our Services
Family Life Financial Services
Let's Work Together
We meet you where you are—even in person—to create a long-term plan tailored to your unique needs.
Federal Employees
Family Life Financial Services has spent the past 30 years building close working relationships with thousands of federal employees and helping you better understand your government benefits.
Individuals Nearing Retirement
When it comes to retirement, we recognize the importance of future planning. We provide trusted guidance and support to those nearing retirement age to help you plan for what’s next.
FEDERAL EMPLOYEES
Federal Employees Group Life Insurance (FEGLI)
With our guidance, you’ll choose the right insurance option.
Civil Service Retirement Systems (CSRS)
We help you understand how this defined benefit, contributory retirement system can work for you.
Federal Employees Retirement System (FERS)
We’ll break down this three-tiered retirement plan model and help you comprehend how it benefits you.
Thrift Savings Plan (TSP)
Our experts can analyze the values of the TSP and provide allocation recommendations on what options meet your risk and return requirements.
Veterans Benefit
We’ll help you understand your eligibility and options.
INDIVIDUALS NEARING RETIREMENT
Social Security Beneifts
We’ll walk you through your estimates and eligibility.
Compensation
If you have questions about coverage, we can provide direction.
Education and Educational Workshops
Learn about all areas of government benefits, including tax issues and information necessary to accurately project your retirement.
Annuities
We’ll guide you through the best retirement annuities to help you plan for your future.
Roth IRA
We can explain rules and considerations to keep in mind if you’re planning to withdraw funds from your IRA to help finance your retirement.
Estate Planning
Together, we’ll create a comprehensive plan to transfer assets and wealth, manage taxes and legal complexities, and provide a financial plan for loved ones. *
* Consult a tax and/or legal professional
* Consult a tax and/or legal professional
Retirement Funds
We’ll help ensure the financial accounts you created to save and invest for your post-work years provide income and financial security during your retirement.
Future Planning
What steps do you need to take to get you where you want to be, financially? Let’s map out a plan.