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Financial Services for Federal Employees

Federal employees face different financial planning complexities than other private-sector employees. From saving for retirement to protecting your assets, we can help you build a financial plan that takes into account your short- and long-term goals. We can help with:

Pensions

Thrift Savings Plans

Insurance

Early Retirement Planning

The best part about working with a financial advisor as a federal employee is that the potential returns on a smart financial plan can far outweigh the initial cost of working with a professional. In fact, according to Russell Investments, the “value of a financial advisor” is approximately 4%. This means that “the value an advisor delivers to their clients materially exceeds the 1% fee they typically charge for their services.” And that doesn’t even include the non-material values of working with an advisor, such as behavioral financial coaching, support, and knowledge of common mistakes to avoid as an individual investor. 

As a federal employee, working with an independent financial advisor is one of the smartest financial decisions you can make. Contact us today to learn more.

We offer all current and retired Federal Employees a complimentary one hour consultation.

Please click here to schedule yours.

We specialize in working with the following Federal Employees:

  • Civil Service Retirement System (CSRS)
  • Federal Employee Retirement System (FERS)
  • FERS Transferees
  • Foreign Service Retirement & Disability System (FSRDS) and
          FSRDS-Offset
  • Foreign Service Pension System (FSPS)
  • Federal Law Enforcement Officers
  • Federal Firefighters  
  • Air Traffic Controllers
  • National Guard & Reservists

We specialize in providing assistance with the following:

  • Thrift Savings Plan (TSP)
  • Survivorship Benefits
  • Pension Maximization
  • Federal Employee Group Life Insurance (FEGLI)
  • Long Term Care Insurance (LTCi)
  • Social Security


Robert Davidson is not a government entity or government employee nor is he or BDA Financial, LLC affiliated with any government entity.

As a federal employee, working with an independent financial advisor is one of the smartest financial decisions you can make. Contact us today to learn more. 

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