Mark Lombardo
Founder
I have been in the financial and retirement space for over 20 years with a focus on service, ensuring I leave no stone unturned or question unanswered. I handle all retirements with a particular expertise in all things federal.
Federal employees need guidance from someone who has their best interests in mind. You could meet with your typical financial planner, but they will have no idea how your benefits are issued and what you’re eligible to continue through retirement with.
The process begins with a benefits analysis created using the employee’s retirement criteria. The benefits analysis will outline gaps in the retirement plan, map out Thrift Savings Plan (TSP) growth (based on historical data), and give a comparison of Federal Employees’ Group Life Insurance (FEGLI) and commercial insurance. My first priority is to guarantee a lifetime of income for the retiring employee. I consider survivors’ benefits options, Social Security timing options, Social Security offsets (when applicable), CSRS or FERS pension options, FEGLI retirement options, and TSP options for the individual’s overall, personalized financial plan.
I realize that federal benefits can be foggy, so I have developed the tools to help you have clarity and the confidence to make the best decisions at retirement. If you’re confused by the lingo, the daunting definitions, and the variations buried within your federal benefits, I can help you maximize your federal benefits and create tax-free retirement strategies.
Appointment Process
Mark explains the steps taken when first considering your retirement and what you can expect from a one-on-one meeting with Franklin Retirement Services.
Get Started Today
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