Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Federal Benefits Educational Agency |
| Address: |
P.O. Box 32020 |
| City: |
Washington |
| State: |
D.C. |
| Zip Code: |
20007 |
| Telephone: |
(703) 330 - 0880 |
| Fax: |
(703) 330 - 0880 |
| Web Site: |
n/a |
| |
| WE provide seminars and individual consultations designed
specifically for Federal Employees. The information will provide a working knowledge on how
to maximize your Federal Benefits and minimize your costs, now and as you approach retirement.
Our goal is to give Federal Employees vital information to enable them to maximize the Thrift
Savings Plan,Survivor Benefit Options,FEGLI,Retirement Annuity,Disability,Sick Leave,Medical
coverage and Social Security. Understanding your benefits and your entitlements is vital
in order to maximize your retirement benefits under CRSRS and FERS, and we teach the benefits
that will be the most important in your career. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Richard A. Baum |
(703) 330 - 0880 |
ra.baum@comcast.net |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses:
Insurance Licenses: LTC, Life, Health,Disability
Other Licenses and Designations: ChFEBCSM,
CSA
Education/Area of Study: Federal Benefits Analyst
Associations and Affiliations: AFGE, Charitable Giving Institute
Experience:
I have / The office has been providing financial and/or related advice to clients for 20+ years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
--- |
Fee based on percentage of assets managed; percentage
ranges |
--- |
Commissions, trail fees, redemption fees, account fees,
etc. |
X |
Other: Special Invoice Discounts |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
X |
Other: Maximation of Federal Benefits |
Specialty: Specialized printouts of Individual Employee
Federal Benefits
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
--- |
1-5 |
X |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
--- |
President/CEO/Owner |
--- |
Employee |
--- |
Independent Contractor |
X |
Other: Federal Benefit Advisor |
Broker/dealer affiliation:
X |
No affiliation |
--- |
Affiliated with |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
