Government Contractor Employees
Our Clients
Come From
Wealth Management for
Government Contractor Employees
We specialize in all aspects of retirement benefits planning and offer a tailored approach to help you achieve financial piece of mind.
-
Pension Payout Analysis
(Annuity vs. Lump Sum, Survivor Benefits, Timing) - Specialized NUA Analysis
- Cash Flow Planning & Tax-Efficient Strategies
- In-House Tax Planning & Tax Preparation
- Roth Conversion Analysis
- Social Security Maximization
- Health Insurance & Medicare Guidance
- Long-Term Care Insurance Options & Analysis
- Estate Planning & Multi-Generational Planning
Are you looking for independent advice?
Is Bogart right for me?
By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.