| Company: | The Federal Retirement Group |
| Contact: | Pete Connolly (CA License #OD19196) |
| Address: | 2505 Anthem Village Drive #E368 |
| City: | Henderson |
| State: | NV |
| Zip: | 89052 |
| Phone: | 702-462-9696 |
| Cell: | 808-799-0007 |
| Email: | Pete@TheFederalRetirementGroup.com |
| Website: | http://www.thefederalretirementgroup.com/ www.FederalBenefitSeminars.com |
Federal employees enjoy employer-sponsored retirement benefits that are highly unique compared to those found in the private sector. Working with a financial professional who lacks deep, specialized knowledge of federal benefits programs can lead to unintended consequences and costly planning mistakes.
Selecting an independent Federal Focused Retirement Agent who truly understands your unique benefits is a critical step as you build and manage your retirement plan. Empowering federal employees and their families to achieve financial independence has been our core mission for over three decades.
About Pete Connolly & Our Firm
Since 1992, founder Pete Connolly has been dedicated to helping federal employees build wealth, maximize their benefits, and protect their hard-earned assets. As a strictly independent financial services firm, our loyalty belongs exclusively to our clients—not to a parent financial institution. This absolute independence allows us to collaborate with top-tier industry providers, leveraging a wide array of non-proprietary products to build highly customized portfolios tailored to each family's unique goals.
Having served and educated thousands of federal employee families across roughly 45 states, Pete has positioned himself as a trusted, go-to national expert for federal retirement planning. All initial consultations are completely complimentary.
Areas of Specialty
1. Federal Benefits & Pre-Retirement Optimization: We dive deep into the specific systems governing civilian public servants to ensure you transition smoothly into retirement:
- Thrift Savings Plan (TSP): Structuring smart contribution strategies (Traditional vs. Roth), optimizing asset allocation, and navigating modern post-separation rollover options.
- FERS & CSRS Pensions: Accurately calculating your "High-3" average salary formulas, evaluating Minimum Retirement Age (MRA) rules, and tracking the Special Retirement Supplement.
- Insurance Integration: Guiding you on how Federal Employees' Group Life Insurance (FEGLI) and Federal Employees Health Benefits (FEHB) scale in cost and properly integrate with Medicare.
2. Comprehensive Wealth & Asset Protection: Beyond federal benefits, we provide holistic wealth management to secure your family's broader financial picture:
- Retirement Income Distribution: Designing strategic drawdown methods for your TSP to ensure you never outlive your income.
- Estate & Asset Protection: Reviewing beneficiary designations and working alongside legal and tax professionals to minimize probate exposure and reduce potential estate taxes.
- Risk Management: Auditing existing life and long-term care insurance policies to shield your accumulated wealth from market volatility or unexpected healthcare shocks.
Retirement Video: https://smartmoney.talk/n-n-mRJBRX-an8bNY-n.dhN5WglGt9w
Regulatory Disclosure
The Federal Retirement Group and Pete Connolly are independent financial professionals and are NOT affiliated with, endorsed, or sponsored by the U.S. Federal Government or any government agency.