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Clients We Serve

Our clients are “real people” who face “real world” challenges.

Simply Secure Financial helps clients who want to maximize the retirement benefits available through their employer and realize that oftentimes a non-employer-based solution is what makes the most sense after retirement. Our primary clients are hard working families who need to know their money is safe and secure and that they can live comfortably in retirement without undue risks.

Federal and Postal Employees

We have over a decade of experience helping federal and postal employees maximize their TSP savings and retirement benefits. Whether you are seeking assistance with a transition in your life including retirement, divorce or death, career change, and new wealth. Clients who come to us seek professional guidance as they attempt to maximize their retirement income, as many lack the time, experience or desire to go it alone.

 

There are many financial questions that arise during a transition, especially for federal and postal employees. We can help reduce the uncertainty and increase your peace of mind by helping you find the answers you need.

Services for Institutions

We also work with institutional clients such as federal and postal unions and organizations. We provide high quality, unbiased educational programs to groups throughout the country.

PRE-RETIREES AND RETIREES

  • Will I have enough to retire?

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  • What lifestyle will I be able to afford?

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  • Is my estate properly structured?

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  • Are my insurance needs effectively covered?

RETIREES AND FED/POSTAL EMPLOYEES OVER AGE 59.5

  • Is now the time to roll over my TSP/IRA?

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  • What is the best way to transfer wealth to my heirs?

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  • What is the best way to get money out of my retirement savings?

DIVORCE OR DEATH

  • Will I have enough to retire?

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  • What lifestyle can I afford?

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  • Is my estate properly structured?

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  • How do I manage my money?

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  • What happens to my Health Benefits if I pass before my spouse?

CAREER OR JOB TRANSITION

  • Am I getting the most from my years of service?

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  • What is the most tax effective strategy for a severance?

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  • Is there a Best Day to retire?

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  • What are my options with my 401(k) or TSP?

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  • How do I handle my other employer benefits?

NEW WEALTH

  • How do I manage this new money?

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  • What advisors do I need?

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  • What taxes am I required to pay?

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