Dave Baker FERSTM

Fiduciary Investment Advisor
Dave Baker

We develop custom financial and retirement plans specifically geared to optimize your federal benefits and help ensure they are in alignment with your personal financial goals for your best outcome. We are committed to a fiduciary duty in this regard, placing your best interests first, before our own.

Here are just a few of the things we can help you with:
TSP Education
Benefit Analysis
Tax-Free Income
FEGLI vs. Private Insurance
Social Security Timing
Lifetime Income Planning
Legacy Planning Strategies
Long-Term Care Preparation & Insurance

FederalBridge

Dave Baker FERSTM

Fiduciary Investment Advisor

Dave Baker is the founder of Federal Retirement Services PLLC. He has written three books designed to help people both choose their benefits and plan for their retirement; they explain the need for lasting retirement income and how to plan to minimize income taxes.

After many years of working with federal employees, Dave found that the biggest problem most federal employees face is a lack of quality information about their benefits and how that impacts their finances.

Education is at the heart of Dave’s mission. With the HR departments at federal agencies understaffed and overloaded, he fills in the gaps by helping federal employees understand and fill out the necessary forms to take advantage of their excellent benefits and put themselves in the best possible financial position to achieve the retirement lifestyle they desire.

11 Common Mistakes Federal Employees Make Claiming their Retirement Benefits
Could Taxes Shred Your TSP
The Smart Federal Employee's Guide to Financial Planning
Call us today to see how we can help!
800-255-5055