 |
|
 |
| |
Jack Patterson, CFP, RFC, ChFEBC
What is a ChFEBCSM?
A ChFEBCSM (Chartered Federal Employee Benefits Consultant) is a designation provided for those who have successfully completed a training course and examination covering all federal employee benefits. Jack has achieved these credentials and signed the code of ethics. The ChFEBC designation must be renewed at the beginning of each year to ensure the holder has kept current on all federal benefit changes. A background check has been done by the organization to make sure that Jack is in good ethical standing and has the appropriate SEC and FINRA licenses to do business.
Jack will help you make sense of the complex Federal Benefits process. He'll help you find answers to your questions like:
As one who specializes in federal employee benefits, Jack can educate you on the following topics:
As Social Security becomes more strained by the large numbers of baby boomers reaching retirement age, everyone is more concerned about retirement benefits. Many are turning to financial planning professionals to help them sort out their plans for retirement. But while non-federal employees have access to a large pool of financial pros, federal employees have very few options. The trouble is, there just arent many financial-services-trained professionals out there who understand the complex benefits and financial planning needs of federal employees.
Jack Patterson, CFP is one of those rare few. In fact, the College of Financial Planning Board of Standards who issues CFP Designations (Certified Financial Planner) has said, "What is needed are more financial-services-trained professionals who could be able to help and assist federal employees in taking advantage of their federal employee benefits."
Give Jack a call today to find out more about how he can help you with your federal benefits.