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Federal & Employee Benefits

At Optimize Financial, we understand the importance of taking advantage of all the benefits available to you as a federal employee or retiree. That's why we offer comprehensive federal and employee benefits planning services to help you navigate the complex world of benefits and make strategic decisions about your financial well-being.

Our team will work with you to understand your unique situation and goals and help you take full advantage of the various benefits available to you, such as:

  • Stock Options 

  • Group Accidental Death & Dismemberment

  • Group Health, Disability & Life insurance

  • Retirement benefits

  • Social Security

  • Medicare

  • Long-term care insurance

We will analyze your current benefits and provide guidance on how to best use them to achieve your financial objectives. We will also assist you in understanding the different plan options, their cost, and their benefits, so you can make an informed decision. Additionally, we can also assist you with the enrollment process to ensure that you're enrolled in the right plans and that you are receiving the benefits you're entitled to.

We also stay up to date on the latest laws and regulations related to federal benefits, so we can provide you with the most current and accurate advice.

With our expert guidance, you can feel confident that you are making the most of your benefits and maximizing your financial well-being. Contact us today to learn more about our federal and employee benefits planning services and to schedule a consultation.

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