Federal Employees,
Active Military & Veterans
Navigate complexity with clarity and confidence.
Federal benefits, military pensions, and government retirement systems introduce layers of complexity that require specialized knowledge. Potomac Financial Private Client Group helps you make sense of your options, so you can make confident decisions about your career, benefits, and long-term financial security.
Financial Planning
A comprehensive strategy that integrates your benefits, income, and long-term objectives.
Investment Management
Portfolio management tailored to complement your federal or military retirement benefits.
Retirement Income Planning
Income strategies that incorporate pensions, Thrift Savings Plan (TSP) assets, and Survivor Benefit Plan elections.
Post-Service Transition
Guiding your shift from service to civilian life with a strategy that supports your next phase and long-term goals.
Insurance Protection
Evaluating your coverage needs, including SGLI or FEGLI, to help protect your family and financial future through life’s transitions.
Estate Planning
Structured planning that seeks to help protect your assets and distribute them according to your wishes.
Tax Management
Insight and guidance into tax considerations unique to federal employment and military service.
Education Planning
Coordinating college, trade school, and K–12 funding strategies with your GI Bill benefits to make education more affordable.
Executive Compensation
Guidance on navigating complex compensation structures tied to leadership or specialized roles.
Sudden Wealth
Support in managing lump-sum payouts, bonuses, or transition-related financial events.
Socially Responsible Investing
Investment approaches that align your portfolio with your personal principles.
Fiduciary Services
Advice grounded in independence and a commitment to your best interests.
What’s Your Risk Number?
We use innovative technology to better understand your comfort with investment risk. It’s called Riskalyze® and it helps us align your portfolio with your needs. Complete a five-minute quiz that covers your top financial goals and what you’re willing to risk for potential gains. We believe you’re going to love how understanding your risk number empowers you as an investor.
Start by clicking below to find your number. Once you’re finished, we’ll reach out to share your results.
Keep moving forward.
Your life and goals will continue to change. Potomac Financial Private Client Group helps you navigate your future with confidence.