Your Path to Retirement

Your financial strategy should include products and services tailored to your unique needs. We’ll help you explore your options and explain the reason for each recommendation.

READ MORE ABOUT
Our Services Below

We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services, and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.

We specialize in evaluating your current IRAs and 401(k)s to determine if a rollover is the right move for your financial situation. Whether you're interested in accessing the tax benefits of a Roth IRA, consolidating multiple accounts, or exploring additional savings options, we're here to guide you through the process and help you make informed decisions.

IRA/401(k) Rollovers

Annuities are powerful financial tools designed to provide you with a stream of income that you can’t outlive. Modern annuities offer a variety of customization options to suit your specific needs and goals. We'll assist you in comparing your options to find the annuity that best fits your financial situation and future plans.

Annuities

Whether you're a federal employee or navigating the private sector, we tailor your defined benefit pension planning to fit. We match your investment strategy with your risk tolerance and goals, adapting as your life evolves. Our expertise spans from FERS and CSRS for federal employees to private defined benefit pensions, helping to ensure your strategy is as dynamic as you are.

Federal & Private Defined Benefit Pension Planning

Retirement marks the transition from earning a regular paycheck to strategically drawing from your savings. Are you prepared to create a sustainable income stream that lasts throughout your retirement? We can help you develop a plan to tap into your savings effectively, ensuring you have a reliable source of income that you won’t outlive.

Retirement Income Strategies

The way you handle your financial planning today shapes the legacy you leave for your loved ones. We can help you understand and implement strategies to ensure your assets are passed on to the people or causes you care about most. Let us assist you in creating a plan that reflects your values and secures your legacy for future generations.

IRA Legacy Planning

Taxes can significantly impact your retirement income and legacy. We can help you develop tax-efficient strategies that align with your overall financial plan, ensuring more of your hard-earned money goes to you and your loved ones. Let us guide you in minimizing tax liabilities and maximizing your financial resources.

Tax-Efficient Strategies

We focus on safeguarding your financial future so you can fully enjoy your retirement. Our team will design a strategy to help you minimize risks, including market loss, inflation, and liquidity issues. By keeping a vigilant eye on potential threats, we ensure your assets remain secure and accessible when you need them most.

Asset Preservation Strategies

We provide a comprehensive suite of services tailored for affluent clients seeking a holistic approach to their financial future. Our team offers expert guidance to help you achieve your envisioned goals, all in one convenient place. Let us assist you in managing and growing your wealth with a personalized strategy that aligns with your aspirations.

Wealth Management

Maximizing Federal Benefits: Navigating Retirement and TSP

For federal employees, understanding and leveraging your unique benefits, including the Thrift Savings Plan (TSP), is key to a fulfilling retirement. At Purpose Driven Financial, we specialize in dissecting federal benefits, offering clarity and strategy to maximize your TSP contributions and options.

We'll guide you through any potential nuances of the TSP, including choosing between traditional and Roth options, to help ensure your savings strategy aligns with your retirement goals.

Our strategies are designed to maximize your retirement income, considering your federal defined benefit pension, TSP withdrawals, and other income sources.

Beyond the TSP, we help you understand and leverage all federal benefits available to you, from healthcare to life insurance, helping to ensure a comprehensive approach to retirement planning.

TSP Optimization:

Retirement Income Planning:

Benefit Utilization:

Find Your Path to Retirement

At Purpose Driven Financial Services, our "P.A.T.H." planning process is designed to guide you towards your financial goals with clarity and purpose. This approach reflects our commitment to providing tailored, high-quality financial solutions.

P – Profile Your Financial Situation.

A – Articulate Your Goals.

T – Tailor Strategies.

H – Help You Implement.