Gene Herscher
​Federal Benefits Consultant
Member of Federal Retirement Consultants (FRC)

​Federal Employee Benefits Planner

Office: (561) 389-7328 or (305) 707-4998
Email: [email protected]
Book an Appointment Here: https://calendly.com/Planning100

Services Provided To All Federal Employees In The State Of Florida

Team Members:
Michael Frecker, CFP
Dave Choby, CLU 
Emmanuel Jack - Vice President
Michael Flagg - Director of Marketing

Gene Herscher is a licensed financial professional and federal employee benefit's consultant that specializes in helping clients prepare for retirement. Based out of FL, he has been an expert in the field of federal employee retirement planning for over 20 years.  In addition to retirement planning, his background in following subjects makes him a valuable resource to the clients he serves:

• 401k/TSP/IRA Rollover Planning
• FEGLI Planning (Federal Employee Life Insurance)
  
• Pension Maximization
• Tax Planning
• Estate Planning 
• Tax-Free Income Planning
• Tax-Free Wealth Transfer 
• Balanced Financial Portfolio Management 
• Final Expense Planning ​ ​.​

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Our Federal Employee Benefits Protection Kit is built to provide you the essentials steps and information to ensure your retirement is protected and that you are getting the most out of your benefits! The kit will include the following: 

• 2021 Tax & Contribution Guide 
• 5 Things You Should Consider Before Claiming Social Security 
• Retirement Income Worksheet 
• Customized Retirement Analyzer Plan 

Gene and his team use an educational & fun approach when working with their clients. It is important to Gene's team that they can have fun with like-minded individuals during the process of educating them on what their best options are for accomplishing their future goals in retirement.

Complete the form below to get your personalized
FREE Federal Benefits Analysis & Retirement Plan