FedPlanWerks
Company

FedPlanWerks

Insurance And Employee Benefit Funds Dallas, United States 4 employees
Employees
4
Contacts
3
Emails
3
Phones
2

FedPlanWerks Overview

Headquarters
Dallas, United States
Industry
Insurance And Employee Benefit Funds
Employees
4
Founded
2023
NAICS
Insurance and Employee Benefit Funds
Health and Welfare Funds
Other Insurance Funds

About FedPlanWerks

Dedicated to helping Federal Employees and individuals retire on their terms with investments that are designed to deliver a predictable outcome. At FedPlanWerks we believe each person has unique needs and goals. The first step in our process is sitting down with you and evaluating your current financial picture. We then do an income gap analysis and tailor fit a plan to meet your retirement goals and objectives. MyBusinessWerks provides guidance and solutions to help you develop a predictable retirement strategy. Our retirement consultants will be there to assit you in your journey to retirement and a successful financial future. Individuals Small to medium business (SMB) plans (Simple IRA Plans and SEP IRA Plans) Self-employed and 1099 workers (SEP IRAs) High net worth planning We offer a comprehensive approach in providing an individual analysis for you. We take into consideration your individual goals and needs throughout the process to help to create a smooth roadmap into retirement. Take a moment to visit with one of our finanacial consultants and begin to secure your financial future.

FedPlanWerks Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

FedPlanWerks Org Chart

Sample employees and titles
Name Title Contact
Stacey Chaplain Federal Benefits Coach
Email Phone
Chris Schwartz Federal Employee Benefits Specialist
Email Phone
Jennifer Adams “When You Give Joy to Other People, You
Email

Employees by Management Level

Individual contributor 3 profiles

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