Certified 403b, Social Security & Federal Retirement Specialists

Financial Guidance

Fit Financial Services specializes in retirement strategies and social security education. Our certified 403b, Social Security & Federal Retirement Consultant designation is assurance that you will receive the most accurate and up-to-date guidance available delivered in a way that makes sense to you. Fit Financial serves the community and specializes in assisting school district and municipal employees with low to no risk investment opportunities, life insurance and a host of information at your fingertips.

We offer a comprehensive range of financial services tailored to meet your individual needs and goals. Our expertise covers a wide spectrum, including retirement options, understanding your state benefits & Social Security optimization.

RELATABLE AND PROFESSIONAL

Public Employees

A 403(b) is yet another type of retirement savings account, similar to the 457(b), IRA and 401(k). The 403(b) is a retirement savings account designed for employees of non-profit organizations, schools, and certain religious organizations. It lets you save money directly from your paycheck to help supplement your state or federal retirement plan. Taxes can be paid now or later, depending on what strategy best fits your needs.

403(b), 457(b), Roth & IRA Education

NSSA Certified

WE'RE PROUD TO HAVE OUR SOCIAL SECURITY SPECIALIST CERTIFICATION

The National Social Security Advisor (NSSA) designation is a credential for financial professionals who specialize in Social Security benefits. The NSSA designation signifies expertise in helping clients navigate the complexities of Social Security, and it's including rules, regulations, claiming strategies, and optimization techniques. This expertise enables us to maximize our client's benefits and make informed decisions regarding retirement planning.

Federal Employees

We deeply value the dedicated service of federal employees and recognize the importance of planning for a secure retirement. That's why we are committed to offering our expertise to support federal employees in understanding and maximizing their benefits under the Federal Employees Retirement System (FERS). We understand the complexities of FERS benefits, including the Thrift Savings Plan (TSP), and are eager to provide a comprehensive retirement plan tailored to each individual's needs.

CERTIFIED RETIREMENT CONSULTANTS

FRC Designation

WHAT IS THE FRC™ MEAN FOR YOU?

The Federal Retirement Consultant℠ designation is reserved for professionals showcasing proficiency and expertise in federal employee retirement systems and associated benefits. Attaining and upholding the FRC℠ certification mandates a steadfast dedication to ongoing learning, ethical conduct, and reliability. These criteria distinguish the FRC℠ credential holder from other practitioners assisting federal employees.

Our Services

We offer a comprehensive range of financial services tailored to meet your individual needs and goals. Our expertise covers a wide spectrum, including retirement planning, investment strategies & Social Security optimization.

High Standards

We excel in providing specialized assistance to school district and municipal employees, ensuring tailored solutions that perfectly align with their unique financial needs and goals.

A Valuable Asset

As a financial brokerage, our independence affords us the flexibility to assess plans provided by various financial institutions, ensuring a tailored fit for your individual circumstances.

We're proud to be Certified Social Security Specialists. This accreditation is a commitment to mastering the complexities of Social Security enabling us to offer invaluable insights and guidance to our clients.

Certified Social Security Specialist

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About Us

Welcome to Fit Financial Services, your trusted partner in finding retirement solutions tailored to School and Federal employees across the United States. We are committed to providing comprehensive solutions for retirement planning, social security education, and maximizing your financial well-being. With a focus on understanding the unique needs of our clients, we offer personalized strategies designed to secure your financial future. Whether you're planning for retirement or seeking to optimize your financial assets, our dedicated team is here to guide you every step of the way. Trust Fit Financial Services to empower your financial journey with expertise, integrity, and unwavering commitment.

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Get in touch

Whether you're planning for retirement, looking for retirement solutions, or need guidance on Social Security benefits, we're here to help. Our team at Fit Financial Services is dedicated to providing personalized solutions tailored to your unique needs. Don't hesitate to reach out to us via the form below:

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