What We Offer
Federal retirement benefits are often confusing and complex. We help show federal employees how proactive benefit decisions can positively affect their retirement and overall financial situation.
With complicated benefits and unique retirement plans, it’s easy for federal employees to feel frustrated when doing their financial planning. However, working with a professional can make a significant difference. A recent survey found government employees who partner with financial advisors are about 1.6 times more likely to report increased confidence in reaching their retirement goals over the past two years, compared to those who go it alone.
Voya. June 26, 2026. “New research from Voya sheds light on the opportunities public sector employees have to improve their retirement confidence.” https://www.voya.com/news/2026/06/new-research-voya-sheds-light-opportunities-public-sector-employees-have-to-improve. Accessed Aug. 21, 2026.
We Understand Your Unique Benefits.
Federal employees have unique planning needs, balancing their exceptional government benefits with the rest of their sometimes complex financial picture.
Lundervold Financial has extensive knowledge of your federal benefits, including:
CSRS & FERS Pensions
Survivor Benefit Plan
FERS Supplement
Social Security
Federal Employees’ Group Life Insurance (FEGLI)
Federal Employees Health Benefits (FEHB)
Federal Long-Term Care Insurance Program (FLTCIP)
Thrift Savings Plan (TSP)
Through extensive training, our firm is well-versed in the particulars of these various federal benefit programs. We help federal families make the most of these benefits, both while working and in retirement. Our goal is to always provide credible, top-notch financial planning services to our federal clients.
Our Federal Retirement Impact Workshop Gives You Candid, No-Nonsense Information.
By attending one of our informational workshops, you can better understand your benefits, face the future with optimism and become the hero of your retirement story.
Register for our upcoming ProFeds for Federal Employees workshop today so we can help you take the guesswork out of retiring from federal service.
To register, CLICK HERE, then select “ProFeds for Federal Employees.”
Individuals MUST register to attend. Can’t make the next event? Send us an email at [email protected] to be notified of future events, or CLICK HERE to schedule a call with one of our advisors.
AE Wealth Management, LLC and Lundervold Financial are not affiliated with or endorsed by the U.S. government.
Meet Your Federal Benefits Guide
Matt Masyga, CFP®
Investment Adviser Representative
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