Dugan Brown Federal Retirement Experts

Federal Retirement Done Differently

Financial planner in Dublin, OH (show on map)

5.0

★★★★★

57 reviews

Empowering federal employees with information and guidance to prepare for retirement.

Call (877) 327-3239

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About

Dugan Brown provides free access to reliable federal retirement information, strategic guidance, and expert knowledge of federal retirement systems to help working and retired federal employees properly prepare for retirement and maximize their benefits.

Certified federal retirement consultants

Fiduciary financial advisors

Specialized knowledge of federal retirement systems

Free initial retirement analysis

Comprehensive estate planning for federal benefits

Services

Retirement Planning

Helps both working and retired federal employees plan for retirement, regardless of how close they are to retirement.

Free access to reliable federal retirement information Strategic guidance tailored to individual circumstances Expert knowledge of federal retirement systems

Thrift Savings Plan (TSP) Analysis

Maximizes Thrift Savings Plan both before and after retirement, including fund reallocation or transfer to other investment plans.

Pre-retirement TSP optimization Post-retirement TSP strategies Fund reallocation guidance

Benefits Guidance

Maximizes Federal Employees Health Benefits (FEHB) and Federal Employees’ Group Life Insurance (FEGLI) for employees and retirees.

FEHB plan optimization FEGLI coverage analysis Cost-benefit evaluation

Estate Planning

Ensures government annuities like CSRS or FERS are considered in estate plans, helping to protect assets and beneficiaries.

Integration of federal annuities into estate plans Wills and trust setup Beneficiary designation review

Military Service Buyback

Assists military personnel who have not served long enough for a military pension in buying back their time to bolster their civilian pension, before retirement.

Paperwork assistance Procedural guidance Credit time toward civilian retirement

Pension Optimization

Helps working federal employees maximize their federal pension, including determining the best retirement date and understanding gross and net pension amounts.

Retirement date analysis Gross and net pension calculation Benefit maximization strategies

Credentials & Certifications

Federal Retirement Consultant (FRC)

Since 2020

Registered Investment Advisor

Since 2018

Reviews

Rating

★★★★★

Reviews

"I trust his guidance and knowledge, and even have a follow up scheduled."

Frequently Asked Questions

Why would I work with Dugan Brown when I already have HR helping me with my retirement paperwork? +

HR explains benefits but cannot give specific retirement advice. Dugan Brown, being independent, prioritizes clients' needs and provides strategic advice tailored to individual circumstances.

When should I start planning for retirement? +

As soon as you start working. Dugan Brown can assist in maximizing benefits and pension, regardless of age or tenure.

Are your advisors fiduciaries? +

Yes, each advisor is a licensed fiduciary, required to make recommendations in the client’s best interest.

Do you provide advice for all retirement systems within the federal government? +

Yes, the team is knowledgeable on all federal retirement systems, including FERS, CSRS, and special provisions.

Do I have to be a federal employee for you to help me? +

No, while specializing in federal retirement, Dugan Brown offers financial planning services for anyone seeking efficient financial goal achievement.