To the federal employee contemplating retirement, it is with great pleasure we welcome you to Phase Financial, LLC. We are an independent financial, retirement and legacy planning practice and proud ProFeds member serving you in Indiana. Thank you for visiting; we hope we may be of service to you.
Phase Financial, LLC has extensive knowledge of your federal benefits, including:
- Civil Service Retirement System (CSRS) and Federal Employees Retirement System (FERS) Pensions
- Thrift Savings Plan (TSP)
- Survivor Benefit Plans
- FERS Supplement
- Social Security
- Federal Employees’ Group Life Insurance (FEGLI)
- Federal Employees Health Benefits (FEHB)
- Federal Long-Term Care Insurance Program (FLTCIP)
PHASE FINANCIAL, LLC
We understand retirement and your exceptional government benefits. We can help you optimize your federal benefits and fit them into your overall, holistic financial and retirement plan. We will help you understand the retirement income you will need, financial risks you may face in retirement, and help you plan the legacy you want to leave behind.
FEDERAL RETIREMENT BENEFITS
Although sometimes confusing or complex, your federal benefits are important to you and your family, and we make it our job to help you understand them. Making proactive benefit decisions can greatly improve your financial situation and your retirement. We will start by calculating what you will need to retire comfortably based on your objectives.
YOUR FEDERAL RETIREMENT BENEFITS PLANNER
Kirk D. Brownfield Financial and Legacy Planner
Kirk has over 40 years of business and investment experience and multiple licenses in the financial services industry. Integrating life’s financial phases with one’s living legacy is a constant and ever-changing process, and requires a holistic approach. Kirk not only covers your federal benefits, financial assets and real estate with you, but will also help you with estate planning. A true legacy plan involves a combination of emotional (intangible) and financial (tangible) elements.
Kirk knows that “knowledge is power.” When you are informed and proactive about your financial, retirement and legacy planning, you can make good decisions that lead to success. Exploring your family’s unique situation can resolve unanswered questions and help eliminate any possible eruption of conflicts during an emotional time later.
Kirk and Phase Financial, LLC have the ability to offer guidance in the many financial areas of your life, and extensive knowledge about the tools required to help you retire successfully. Our mission is to explore your retirement dreams and together make them a reality. Our goal is to provide top-notch financial planning services to our federal clients at all times.
Kirk is from a career military family and has two sons who have served our country, and who are part of the firm. Additional members of the team are listed below.