Written by, Stephen Ostrofsky, CFP®
True North Financial Advisors provides direction and advice to individuals who are current or former federal employees covered under the Federal Employee Retirement System (FERS). Federal Employees have three retirement benefits that need to be coordinated, including: the Basic FERS Benefit Plan, Social Security and the Thrift Savings Plan.
True North Financial Advisors, financial professionals provide financial planning and investment advisory services to manage retirement plans for federal employees. There are various career paths that a federal employee might follow, some will include military service which may 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. Some individuals could be members of the judiciary and/or 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.
Team Approach
True North Financial Advisors utilizes a multi-disciplinary approach that can help you review the financial planning and investment management strategies you have pursued and determine how effective the approach has been in achieving defined goals and objectives. Our True North Financial Advisors team can help you understand all of the relevant information that leads to more informed decisions. Our goal is to reduce the often complex to the readily understandable, helping you “set your own course”. True North Financial Advisors is dedicated to investor education and the advocacy of investor rights. Our experienced team delivers successful financial outcomes designed to meet client needs, providing brokerage services, fee-based financial planning and investment advisory services. Our financial planning and investment advisory services provide investors with a path to meet their financial goals and objectives.
To learn more about True North Financial Advisors or reserve a seat for an Investment Management Workshop, contact us at info@truenorthfinancialadvisors.com, or call toll free at (855) 377-7526.
Important Disclosures
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and True North Financial Advice are not affiliated. Cambridge does not offer legal or tax advice.
Contact:
True North Financial Advisors
1301 N. Congress Avenue
Suite 340
Boynton Beach, Florida 33426
(855) 377-7526
Info@truenorthfinancialadvice.com
