Federal Employee Advocates
Since 1974 our Founders have been helping federal employees better plan for their federal retirement.
Our primary goal is to provide professional, unbiased federal benefit training & consulting to all members of the FERS & CSRS federal employee community.
We conduct 20 Federal Employee Pre-Retirement Strategy Webinars every year that cover a variety of topics that will help you better plan for your federal retirement, along with videos, articles, a proprietary FR 80 online calculator, and an eBook, all free of charge to federal employees who registered for one of our Pre-Retirement Strategy webinars.
Meet Bill Porti
Bill’s services include:
- Financial & Retirement Income Planning
- Tax Planning
- TSP & IRA rollovers
- Social Security claiming strategies consulting
- Estate Planning
- Life & LTC Insurance
- Bill has been serving federal employees since 2012
- Bill has earned the FINRA designation FRC ™ (Federal Retirement Consultant)
- Bill also specializes in retirement tax planning
- Bill has been featured in the Pittsburgh Post Gazette, Charlotte Observer, Boston Herald, Fox & NBC news, and others
- Bill is an accredited Financial Educator with the Society for Financial Awareness