Professional Financial Guidance for Federal Employees

On-Demand Access to a Team of Financial Experts

From retirement and TSP to budgeting and investments, Advisor on Call is our service that offers personalized support for federal employees. With Advisor on Call, you get ongoing guidance from our team led by an experienced

Certified Financial Planner®.

FED Benefit, FERS, & TSP Experts

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Certified Financial

Planner

A black and white logo for a certified financial planner.
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Never run out of money

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Build wealth that lasts

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Make the most of retirement

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You don't have to guess when it comes to your financial future!


Just $10/Pay Period provides you with

  • An expert team who specializes in your FED Benefits, FERS, and TSP

  • Support of an experienced (CFP) Certified Financial Planner

  • A customized plan to optimize your benefits so you can have confidence in your future

  • Peace of mind that you will be able to live the life you dreamed of in retirement

Here's how it works

Ready to maximize your retirement income? Just follow our simple 3-step process!

1

Enroll for just

$10/Pay Period

Sign up today and get immediate access to your Advisor on Call membership. No long-term contract. Cancel anytime.

2

Connect with your CFP®

Text, call, or email your dedicated financial team. We’ll start with a review of your FERS, TSP, insurance, and retirement goals.

3

Get a personalized financial strategy

Receive a clear, customized plan to maximize your benefits, reduce debt, and retire with confidence


Then, just stay on track with annual check-ins.


Advisory services are offered through Summit Investment Advisory Group, LLC, a Registered Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Summit Financial Group and Summit Financial Group DBA Fed Benefits Center, an affiliated company. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.