Retirement & Financial Planning
Financial planning is about taking a comprehensive approach to your finances and creating a roadmap for achieving your goals. At Arthur Stein Financial, we help you identify and prioritize your financial goals, whether you're saving for retirement, planning for college, or managing the care of a loved one. If you are pursuing multiple short and long-term goals, we help you create a plan that considers your unique circumstances and achieves your objectives.
Federal Employees & Retirees
Federal employees often have many questions about the best use of the funds in the TSP as they near retirement. We can answer those questions. One of the main benefits of working with us is that we have a deep understanding of the federal benefits system and can help you make important decisions about your retirement benefits. Whether you are under the FERS or CSRS annuity we can help coordinate your federal benefits with other resources to answer your questions about your retirement.