Federal Benefits Advisors is an independent financial services company dedicated to empowering federal and state employees in the Seattle area to achieve their financial and retirement goals. With over 30 years of experience in the financial services industry, our founder, Marilyn Miller, is a recognized specialist in federal and state employee benefits. We take pride in providing personalized attention and customized financial solutions tailored to your unique needs and aspirations.
Our Mission
Our mission is to empower you to plan for a secure and prosperous future. We provide comprehensive financial planning services, encompassing everything from cash management and budgeting to retirement planning, estate planning, and asset protection. We believe in working collaboratively with you to establish realistic financial goals, develop a tailored plan, and monitor your progress over time.
Planning for Your Future
- Retirement planning and optimization
- Cash management and budgeting
- Estate planning and legacy preservation
Asset Protection
- Risk management strategies
- Insurance review and recommendations
- Asset allocation and diversification
Financial Roadmap
- Comprehensive financial plan development
- Regular review and updates
- Implementation and monitoring services
Wealth Management
- Investment management and portfolio optimization
- Goal-based financial planning
- Retirement account rollovers and consolidations
Our Expertise
Our team has extensive experience in:
- Federal employee benefits
- Washington state employee benefits
- Retirement planning and investment strategies
- Estate planning and asset protection
- Cash management and budgeting
Why Choose Federal Benefits Advisors?
- Personalized attention and customization
- Comprehensive financial planning approach
- Proven track record of client success
- Strong commitment to client satisfaction
- Access to industry-leading technology and resources
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