Are you worried about when you can retire?
Do you want someone local to help?
If any of these questions concern you, we at Fed Resource ND can help!
Learn about some of the ways in which we can help you.
Our goal at Fed Resource ND is to make sure you understand how your financial decisions affect you.
Our President, Veronica, believes in utilizing a team approach, bringing in strategic partners, as needed to make sure to provide the best resources available.
Our services include Federal Benefit Analysis, income planning, portfolio analysis, tax analysis, second-opinion tax review, asset allocation and more. Maintaining a deep relationship with clients is important to us. Most of our clients meet with us at least twice a year. During each appointment we take a close look at your situation and talk about current and future goals.
At Fed Resource ND, we understand the value of working with someone you know, trust, and is locally available when you need help. We believe in communication, so having someone just a phone call or email away is as important to us as it is to you.
We work one-on-one with federal employees to verify when MRA is achieved, and illustrate what their projected pension is at their desired retirement date
We educate our clients on the details of their current benefits, pensions and retirement options
Our goal is to help our clients build a solid foundation so that they have what they need at retirement