
| Company: | Federal Wealth |
| Contact: | Eric F. Bullock, ChFEBCSM CAS® |
| Title: | Employee Benefits Consultant |
| Address: | Remote |
| City: | Salt Lake City |
| State: | UT |
| Zip: | 84111 |
| Phone: | (801) 309-4722 |
| Fax: | n/a |
| Email: | FederalAdvisor@Gmail.com |
| Website: | FederalWealth.me |
About My Practice
Eric Bullock, Employee Benefits Consultant at FEDERAL WEALTH,LLC, a firm specializing in employee benefits analysis, education, and strategy implementation. Eric is also a Chartered Federal Employee Benefits Consultant, ChFEBC SM and a Certified Annuity Specialist CAS® which gives him the unique ability to analyze benefits offered to Federal, state and private sector employees to provide unique solutions for them. Eric provides assistance with a variety of employee benefits planning concerns including but not limited to:
- TSP (Thrift Savings Plan)/401(k)/403(b)
- FEGLI & Employee Group Life Insurance
- Pension/Defined Benefit Analysis
- FSA, HSA, FEDVIP, Dental, and Cafeteria Plan consultation
- Long Term Care risk assessment
- Medicare coordination with FEHB and Employee Group Health plan
- Social Security & FERS Supplement
Eric Bullock is an advocate of utilizing conservative employee benefits planning strategies to create a “roadmap” to financial success.
Eric and his wife, Kami, have three children and reside near Hill Field Air Force base in the Davis County area of Utah. Having lived in 7 different countries during his life, Eric is bilingual in English and Spanish.
Offering Advice Since
2000
Areas of Specialty
Comprehensive Employee Benefits Management
Defined Contribution Retirement Plans
Employee Health & Welfare Insurance
Cafeteria Plans
Licenses, Certifications, Education, and Affiliations
Designations: ChFEBCSM Chartered Federal Employee Benefits Consultant and CAS® Certified Annuity Specialist
Insurance Licenses: NAIC life and health for Utah and Wyoming
Education: Weber State University
Charges to Clients for Services
No Planning Fees For Federal, State or Private Sector Employees
Disclosure of commissions and/or fees are presented if plan is implemented
My Association with the Office or Firm
Benefits Consultant
My Broker / Dealer Affiliation
Aspen Capital Management
