Benefit Planning

Who We Are

At Benefit Planning, Inc., we specialize in helping federal employees organize their benefits and retirement to achieve their financial goals. With over three decades of experience, our team of specially-trained representatives throughout the United States has over 200 years of combined experience in federal benefits and financial planning. As a veteran-owned small business, we are committed to providing expert guidance and support to federal employees and their families.

Our Purpose

Our purpose is to empower federal employees to take control of their financial futures by providing education, guidance, and support. We believe that with the right knowledge and planning, federal employees can confidently navigate the complexities of their government benefits and achieve their long-term financial goals.

Our Services

At Benefit Planning, Inc., we offer a range of services designed to help federal employees make informed decisions about their financial futures. Our services include:

• Federal Benefits and Retirement Training Workshops: Join us for interactive and informative workshops taught by experienced financial advisors. Our workshops provide valuable insights into federal benefits, retirement, and financial planning.
• Retirement Planning: Our team of experts will work with you to create a personalized retirement plan tailored to your needs and goals.
• Investment Planning and Asset Management: Our registered representatives can assist you in developing an investment strategy that aligns with your financial goals.
• Estate Planning: We will help you navigate the complex process of estate planning, ensuring that your wishes are respected and your loved ones are protected.
• Insurance: Our team can help you make informed decisions about insurance options, including life and long-term care insurance.
• Long-Term Care: We will work with you to understand your long-term care needs and help you plan for the future.

Why Choose Us

With over 31 years of experience, Benefit Planning, Inc. has a proven track record of helping federal employees achieve their financial goals. Our team is dedicated to providing exceptional service, expert guidance, and personalized support. As a GSA Contract Holder (GSA #GS02F0035S), we are committed to serving federal employees and their families.

Let Us Help You

At Benefit Planning, Inc., we understand that navigating the complexities of federal benefits and retirement can be overwhelming. That's why we are here to provide guidance, support, and education to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.