William Eastburn: FERS & CSRS Retirement Planning

Helping Federal Employees Secure Their Financial Future

Specializing in retirement planning, benefits optimization, and wealth management for federal employees and their families.

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William Eastburn, CFP®, ChFEBC℠

Bill Eastburn has over 25 years of direct experience working with federal employees, helping them understand and maximize complex benefits like FERS, CSRS, TSP, FEGLI, and FEHB. As a Chartered Federal Employee Benefits Consultant, he provides clear, personalized guidance to help clients retire with confidence.

Who I Serve

Helping Federal Employees from every background

How can I help?

I understand that not everyone’s financial situation looks the same. That’s why I offer a complimentary introductory call to see how I can help you meet your goals. A short call is all you need to get started.

Make an Appointment

As Simple As 1, 2, 3

STEP

1

Federal Benefits Data Gathering

We collect detailed information about the client’s federal benefits, including FERS or CSRS, TSP, FEGLI, survivor benefits, and any other agency-specific programs, to ensure we have a complete picture of their situation.

STEP

2

Federal Benefits Analysis & Review

We conduct a thorough analysis of the client’s federal benefits and present the results in plain language, helping them understand their current position and available options.

STEP

3

Customized Financial Planning

If additional guidance is needed, we create a tailored financial plan that integrates the client’s federal benefits with other assets, addresses TSP and rollover strategies, considers survivor benefits and annuities, and incorporates estate planning to protect their family’s future. We take the time to listen to each client, understand their goals and priorities, and design a plan that meets their unique needs.

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

I’d love to learn more about you and your financial goals. My form is the best way to schedule a complimentary introductory call.

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