www.myfederalretirement.com

Financial Planning Resources for Federal & Postal Employees

Federal Benefits Advisors

Company: Federal Benefits Advisors
Contact: Marilyn Miller
Address: 19950 Nilsen Lane NW
City: Poulsbo
State: WA
Zip: 98370
Phone: (360) 598-4582
Fax: (866) 449-1751
Email: fedbenadv@comcast.net
Website: http://www.fedbenadv.com

About My Practice

Marilyn Miller has federal employee clients in the Western Border States and from Washington through Minnesota.

Whether you have many years to go until retirement or are approaching that time soon, I can help. Understanding federal benefits is challenging, but they are the same for federal employees regardless of where they live or work.  A written Benefit Analysis report is provided for a federal employee to better understand their benefits and how to best utilize those benefits both for themselves and their family.  Depending on your location we can meet with you in our office or online.  I can provide references as to how well the online has worked.

We offer three classes.  One class is for federal employees, pre-retirement (10 years or less) and the second early mid-career for federal employees with more than 10 years to retirement. The third class is "Social Security: What you should know before you sign up?  Each class is available in a classroom setting.  For more information contact our office.

Marilyn M. Miller is a registered investment advisor, dba. Federal Benefits Advisors, in the State of Washington.  This advisor may not transact business in states, where it is not appropriately registered, excluded or exempted from registration.  Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Marilyn M. Miller, Registered Investment Advisor dba Federal Benefits Advisors is not affiliated with or endorsed by the U.S. Government, the U.S. Armed Forces, any of the federal benefit programs, the State of Washington, any  Washington State Agency, or any of the Washington state benefit programs.

Offering Advice Since

1979

Areas of Specialty

Comprehensive financial planning
Investment Management Services
Retirement planning
Estate planning
Insurance: life, long term care, annuities, final expense, and disability
Budgeting and cash management
Federal Employee Benefits Analysis Report
Washington State Employee Benefits Analysis Report
Social Security Retirement Planning

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: WAOIC# 244832 Washington State
National Insurance Producer # 2504333
Registered Investment Advisor CRD 290212
Investment Advisor Representative CRD 2569235

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Commissions on insurance products purchased
Federal Employee Benefits Analysis Report
Washington State Employee Benefits Analysis Report
Social Security Retirement Planning

My Association with the Office or Firm

Owner

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