The Federal Employee Retirement System (FERS) provides an “Overview of Your Benefits” Booklet under the FERS Benefits Program as a part of your compensation as a Federal Employee. True North Financial Advisors provides direction and advice to individuals who are current or former employees of Federal, State and County Retirement Systems. True North Financial Advisors has not been endorsed by these Retirement Systems.
True North Financial Advisors, financial professionals provide financial planning and investment advisory services to manage retirement plans for federal employees with various career paths that might include military service which affect retirement benefits for those with Special Provisions, which enhance retirement benefits. These career paths include postal workers, law enforcement officers, firefighters, air traffic controllers, customs border protection officers, wildlife officers, military service and nuclear materials couriers. Also, included are members of the judiciary and elected officials who are employees with FERS Retirement Benefits.
True North Financial Advisors provides Pension Maximization Strategies which helps coordinate FERS employee benefit programs to meet your retirement plan needs. Pension maximization will result in greater lifetime income for FERS employees and their spouse or qualified beneficiary.
True North Financial Advisors provides personalized investment advisory services for IRA Rollovers from the Thrift Savings Plan. Through the use of Investment Policy Statements we can help manage your retirement account with Asset Allocations Models based on your risk tolerances and investment time horizon designed to reach your retirement goals and objectives.
Important Disclosures
True North Financial Advisor clients should understand, unless specifically engaged as a fee-based advisory client, the following:
- Through our broker dealer, Cambridge Investment Research, we receive commissions for investment transactions made in non-discretionary accounts.
- Through insurance companies we receive commissions for the sale of insurance-related products.
- True North Financial Advisors, financial professionals face many of the same conflicts of interest as “commission- based financial professionals”, as described on this website.
Investors are encouraged to contact True North Financial Advisors for more details. To learn more about the Fiduciary Financial Advice provided by the financial professionals at True North Financial Advisors by calling 855-377-7526, to Set Your Own Course.
