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Government Contractor Employees

Our Clients

Come From

4 1 2 | Bogart Wealth

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?

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