For over three decades, we have helped thousands of Feds maximize their benefits and reach their retirement goals.
At Serving Those Who Serve, our investment managers will help you manage your wealth using a comprehensive suite of investment management solutions that are catered specifically to federal employees and retirees.
The biggest obstacle that investors have is time. Managing your portfolio can feel like a full-time job in and of itself. A trusted partner can help on this journey one who understands your unique goals and can help you achieve them. Our fed-focused, financial advisors will help you build a diversified portfolio that is aligned with your goals.
Why? Because anyone who gives their life to public service deserves to live the retirement of their dreams. And we’re here to help you do just that.
Experience You Can Trust
For over three decades, we have helped federal employees and retirees maximize their benefits and grow their wealth. We’re committed to being your trusted partner, providing guidance and support every step of the way.
Backed by Time Tested Academic Research
Our investment approach is steeped in academia, utilizing principles from Nobel Prize winners Harry Markowitz, Daniel Kahneman, and Eugene Fama. The market has its ups and downs — our research-backed approach strives to grow and preserve your wealth over the long term.
You’ve worked hard to save what you’ve got. When it comes to your investments, it’s important to find professionals who understand your unique goals and can help anchor you in challenging markets. Our team of CERTIFIED FINANCIAL PLANNER® professionals and Chartered Federal Employee Benefits Consultants℠ focus on the umbrella, not the rain; meaning, we focus on actionable items that are within our control in order to help us navigate what is not.
The TSP is a great savings tool for feds, but it’s far from the only one you’ll ever need. Our past experience reviewing clients’ TSP allocations help us make suggestions on how to improve your investment allocation based on your goals, and can also help you explore your options when it comes to your TSP funds. Our goal is to support feds wherever they are in their retirement planning journey, so we’ll consider your TSP funds when determining your overall investment portfolio and strategy.
Your financial goals are at the heart of everything we do. Our experienced team of focused financial advisors are dedicated to crafting tailored plans that reflect your financial goals while also factoring in your broader life goals. A one-size-fits-all approach has no place in wealth management. That’s why we engage in thorough consultations with you to gain a deeper understanding of what you are looking for as an individual. We recognize that every client has a unique comfort level when it comes to taking on risk. Our objective is to ensure that your investment strategy not only aligns with your risk tolerance, but also considers your overall risk capacity – taking into account your financial situation, timeline, and unique circumstances.
Planning for retirement is one of the biggest investments that one can make. However, as a federal employee, your benefits and retirement structure are complex and unique. You should consider a team of fed-focused retirement planning professionals who understand the often-nuanced retirement options that are available to federal employees.
Serving Those Who Serve offers just that; a team that consists of CERTIFIED FINANCIAL PLANNER® professionals who work primarily with federal employees to help them achieve the long, healthy, and happy retirement that they deserve.
You serve our country, now allow us to serve you.
The information has been obtained from sources considered reliable but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Serving Those Who Serve writers and not necessarily those of RJFS or Raymond James. Expressions of opinion are as of this date and are subject to change without notice.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
STWS and Raymond James Financial Services, Inc. are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by the Federal Government.
The Thrift Savings Plan (TSP) is a retirement savings and investment plan for Federal employees and members of the uniformed services, including the Ready Reserve. The TSP is a defined contribution plan, meaning that the retirement income you receive from your TSP account will depend on how much you (and your agency or service, if you’re eligible to receive agency or service contributions) put into your account during your working years and the earnings accumulated over that time. The Federal Retirement Thrift Investment Board (FRTIB) administers the TSP.
