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Services for Retired Individuals

services for

Retired
Individuals

We believe that everyone should have the right to enjoy a stress-free retirement. When you work with someone at Dugan Brown, you are working with someone who genuinely cares about your well-being. This is why we continue providing assistance long after you have separated from service, ensuring that you always have access to the tools that can help you enjoy retirement to the fullest.

services for

Retired
Individuals

Take a look below at the services we offer retired individuals. We are available for one-on-one consultations in person, by phone, or through a video call to discuss any of these topics. No matter what your need is at any given point in time, we are no more than a single phone call away.

Retiree
Benefits

While some of your federal benefits are unique to you while you are working (e.g. annual leave and sick leave), some will carry over from work into retirement, such as your Federal Employees Health Benefits (FEHB) or Federal Employees’ Group Life Insurance (FEGLI).

Whether working or retired, we can help you examine your personal situation in order to make the best elections possible.

TSP
Utilization

The Thrift Savings Plan (TSP) is an amazing tool available to federal employees for accumulating retirement savings. When it comes to continuing to invest and accessing those funds in retirement, there are a large number of options and strategies available.

Our licensed financial advisors have extensive knowledge of the TSP in addition to a well-rounded understanding of current market conditions, allowing them to help you meet your retirement goals as efficiently as possible.

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Medicare
Basics

Medicare can be a complicated topic that many people find difficult to understand. It can be especially challenging for federal retirees to figure out how Medicare fits into a well-rounded plan that includes Federal Employees Health Benefits (FEHB).

Each of our retirement consultants is knowledgeable of the various parts of Medicare and how they would interact with your specific FEHB plan, so that you can best take advantage of Medicare in retirement.

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Financial
Planning

A well-implemented financial plan should serve to benefit you well into your retirement, no matter how complicated your situation may be. When you work with someone who has extensive knowledge of your retirement benefits coupled with financial expertise, you give yourself the ability to be prepared for everything retirement has to throw at you. Developing a financial plan with Dugan Brown is a great way to work toward accomplishing all of your retirement goals while still preparing for the unexpected.

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Asset
Management

For those who would like their assets managed by a fiduciary, our registered financial advisors are here to answer the call. With a deep library of robust portfolios at their disposal, an advisor will help you construct a strong financial strategy that is capable of meeting your personal goals, specific to your desires, capabilities, and tolerance for risk.

Our advisors are investment advisory representatives of and provide advisory services through Smith & Wyatt.

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Social
Security

Aside from your federal pension, your Social Security benefits are going to be the single-most important income source for you in retirement. Deciding when to begin collecting those benefits is not always a straight-forward decision, and being a federal retiree means that your unique benefits could make your Social Security strategy different from most Americans’. In our free consultations, our retirement consultants can help you explore which strategy makes the most sense for your specific situation.

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Take the first step in learning about your benefits today!