For clients who are federal employees.
Secure & Serve
Your financial well-being, tailored to your federal benefits.
Are you a federal employee nearing retirement or considering your next steps? Navigating the complexities of federal benefits can be overwhelming, and you might be wondering how to make the most of what you’ve worked so hard to earn. From
understanding your pension options
to
ensuring your Thrift Savings Plan (TSP) is optimized for your goals, it’s essential to have a clear strategy in place. We’re here to help you piece it all together, so you can confidently secure your financial future and enjoy the retirement you deserve.
how we work
Our services are focused on you.
At United Planners Financial Services, we specialize in the unique financial needs of federal employees. Whether you’re preparing to retire from a distinguished career or navigating the complexities of your federal benefits, we’re here to guide you. Our expertise includes managing your Thrift Savings Plan (TSP), understanding your federal pension, and making the most of your Social Security options. We also offer strategic advice on healthcare benefits, including FEHB and Medicare, helping to ensure you transition into retirement with confidence and a clear plan for your financial future.
Retirement income
tax planning
estate management
investment services
Insurance services
the details are important
Find out how we serve federal employees & retirees.
11350 Mccormick Road, Hunt Valley, Maryland 21031, United States
Executive Plaza 3, Suite 907
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Contact Info
Registered Representatives offering Securities and Advisory Services through United Planners Financial Services, member FINRA and SIPC.
Check the background of these investment professionals at BrokerCheck.
Tony Ristaino is registered to conduct securities business in AL, CA, DE, DC, FL, GA, KS, MD, MO, NC, NY, OK, PA, SC, TN, TX, VA, WV.
George Jankiewicz is registered to conduct securities business in AL, DE, FL, GA, MD, NC, NY, PA, TN, VA.
Kevin Belshaw is registered to conduct securities business in AL, GA, KS, MD, MO, PA, TX, VA.
This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced
Insurance-related services may not be provided to individuals residing in any states other than AL, CA, DE, DC, FL, GA, MD, MO, NY, NC, OK, PA, VA, WV.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
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