Help Feds Understand Their Complex Retirement Systems
Get the most from ALL Federal Retirement Income BenefitsLearn More
Federal Retirement Readiness Review
We Donate (up to) 8 one-on-one reviews each week. Learn if you are on track to the retirement you desire.Learn More
Fed Focused Advisor (FFA)
A Specialist in the Field of Federal Retirement Planning and Management!Learn More
Our Mission - Help Federal Employees Transition to Early and Secure Retirements
Silverlight Financial is an innovative and collaborative advocate for Federal Employees (CSRS and FERS) concerning their future or current retirement needs. We're uniquely qualified to guide Feds through the confusion of federal income benefits.
Our relentless research, fact finding missions and interviews allow us to remain a top (federal employee) retirement planning resource. Silverlight Financials commitment (to Federal Employees Retirement success) leads many to seek our assistance in helping them understand and utilize their guaranteed retirement income sources and develop Top-Notch pre and post retirement plans.
The hardest thing for many Federal Employees to envision is when they can realistically and comfortably retire. We help Feds pursue the "RIGHT RETIREMENT DATE", by walking them through our Retirement Readiness Review. It allows us to adhere to the "Goldilocks" principal. Not to soon, not to late, but, just right! Federal Employees we help are often surprised to learn they can retire 3, 4 or even as much as 8 years earlier than they expected.
Despite industry trends, we provide FREE / NO OBLIGATION, Retirement Readiness Reviews, via phone or in person.
We direct our clients to properly position retirement nest eggs for growth while implementing strategic practices designed to reduce risks. Finally, we guide Feds in financial planning efforts constructed to generate the income needed to last a lifetime.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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