Civil Service/Federal Employees
FERS and CSRS
At Ohana Wealth Legacy, we understand the unique financial needs of Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS) employees. Our dedicated team delivers customized financial solutions to help you achieve your long-term goals while navigating the complexities of federal benefits.
With years of experience in the financial industry, our financial advisors focus on serving federal employees. We understand the intricacies of FERS and CSRS retirement plans, Thrift Savings Plan (TSP), survivor benefits, and other federal programs. Our commitment is to deliver personalized strategies that align with your specific situation.
Our mission is to empower FERS and CSRS employees to make informed financial decisions, build lasting relationships, and preserve their financial legacy for years to come. Let us help you make the most of your federal benefits and achieve financial peace of mind.
Retirement Planning
- TSP Planning
- FERS/CSRS Annuity (Pension)
- Social Security
Employee Education
Informed Financial Education.
Life Insurance Solutions
- FEHB/Medicare
- FEGLI & Life Insurance
- Policy Evaluations
- Term Life Insurance
- Cash Value Policies (VUL, IUL, Whole Life, SVUL)
Long-Term Care Planning
We offer both traditional and hybrid long-term care solutions.
The information provided about your Pension is based on our general understanding of the subject matter discussed and is for informational purposes only. The information provided is not approved or endorsed by the state or district regarding your pension. Equitable Advisors, LLC, its affiliates and representatives are not affiliated or associated with any school district, state agency or retirement program.
