Federal Employee Advocates

Since 1974, Federal Employees Advocates has been helping Federal Employees understand their benefits and plan for a successful retirement.

We believe that in order to make good decisions you have to have good information. Federal Employee Advocates has been helping federal employees plan for a more prosperous and lasting retirement since 1974. In 2019 alone, over 100,000 federal employees registered for one of our Financial Webinars.

We never charge federal employees for any of our services, whether it be for our Federal Pre-Retirement Strategy webinars, Federal Employee Benefit Workbooks, Retirement Income Planning, Customized Benefit Reports, or financial consultations. We are a Safe Money planner. As you near retirement, why have your money at risk. We help our clients plan to maximize their retirement income in multiple ways including claiming strategies for Social Security, Pension benefits, and distribution from retirement savings investments.

Proper planning today will reap great rewards tomorrow. It’s not just about planning; it’s about planning differently.

Our Focus

Federal Employee Benefits Analysis

Understanding your benefits is crucial for making informed retirement choices. Our analysis breaks down your federal benefits, from health insurance to pension and life insurance options, providing a clear view of your benefits package and how to use it effectively in retirement.

Retirement Income Planning

A sustainable retirement requires reliable income. We assess your pensions, TSP, and other retirement accounts to develop an income strategy that aligns with your long-term goals, giving you a plan that adapts to changes in spending, taxes, and market conditions.

Long-Term Care

Planning for healthcare costs is essential, especially with increased longevity. Our team provides guidance on long-term care options, helping you select plans that align with your needs and resources, so you can prepare for future care without straining your retirement income.

Social Security & FERS Supplement

Coordinating your Social Security and FERS Supplement can enhance your retirement plan. We help you identify the optimal time to claim benefits and explore strategies to make the most of these programs, providing additional support for a secure income during your retirement years.

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. William Porti and/or Porti Tax & Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Porti Tax & Financial Group, LLC) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.