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Financial Planning Resources for Federal & Postal Employees

Beyond Financial Planning, LLC

Company: Beyond Financial Planning, LLC
Contact: Mike Bready
Address: 7910 Woodmont Ave, Suite 310
City: Bethesda
State: MD
Zip: 20814
Phone: 240-760-1100
Fax: 240-597-3005
Email: mike@bfpadvisors.com
Website: https://bfpadvisors.com

About My Practice

We are a Bethesda-based financial planning company dedicated to serving the needs of individuals 50+ who are nearing or currently enjoying retirement from federal government service. Ours is an entirely transparent approach to wealth management rooted in educating our clients about the whats and whys behind different strategies.

We are a fee-based firm, which means that our costs are clear and based entirely on the services we provide. Beyond Financial Planning team members are never incentivized to sell or recommend specific products. Our job is to assess your goals and provide the guidance you need to achieve them. We specialize in all aspects of financial planning, including asset allocation, tax planning and reduction, estate planning, risk management and more.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/bfp

Offering Advice Since

2008

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Focused on Federal Employees and Retirees

Licenses, Certifications, Education, and Affiliations

Education: Degree in Financial Planning
Investment Advisor Registration: Yes

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/Partner

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