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Federal Benefits Planning

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​CAGE #97PH1
DUNS #045074652
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JIM FISH
Jim Fish is a licensed financial professional and Federal Retirement Consultant that specializes in helping clients understand their Federal Benefits prepare for retirement. Based out of CA, he has been an expert in the field of Federal Benefit and Retirement planning for the last 15 years and has a passion for helping families accomplish their financial goals.  After working for several Fortune 500 financial firms, Jim realized the importance of having a well-suited financial plan and trying to fit clients into limited financial products is not a well-rounded solution.

The idea of starting his own firm and having the flexibility to provide tailor made solutions for his clients incubated for many years and ultimately, Pier Financial Group is formed. Pier Financial Group is an accumulation of key financial knowledge built on Jim’s years of experiences in various financial institutions. Aside from reading and keeping up with all things related to finances, in his free time Jim enjoys travelling, barbequing and spending time with his wife and children.

Out of the more than two million individuals employed by the Federal Government, it is quite possible that you, and many others, could have important questions regarding your federal benefits. A limited understanding of FEGLI, your Pension, Survivors Annuity, FEHB, and Thrift Savings Plan could cost you thousands of dollars during your working career, and even larger amounts of money during your retirement.
 

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The Informed Fed: A Survival guide to Federal Employee Benefits

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(909) 477-1686

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Call: (909) 477-1686
​Email: [email protected]

The information provided herein is the exclusive property of Pier Financial Group. This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. 
© 2020. Pier Financial Group.

"This website is a publication of Pier Financial Group. Advisory services are offered through Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.  Jim Fish, Aegis Wealth Management, and Pier Financial Group are not affiliated with or endorsed by the federal government or FINRA."
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