We’ve Helped More Than 1,000 Foreign Service Professionals Plan For Their Financial Future from A-100 through to Retirement
Fee-Only + Fiduciary Standard + Independent RIA =
Our Formula For Unbiased, Trustworthy Advice
We can help you build a future of financial independence by addressing your financial concerns such as…
Explaining Employee Benefits
- Outlining your TSP accounts, pension, health insurance benefits and how they fit together to meet your financial needs
Retirement Planning
- Determining optimum retirement timing using scenario modeling to ensure you are saving enough (or too much) for retirement
- Providing you with a complete understanding of your cash flow and how your pension, Social Security, TSP, and other sources of income will come into play after you retire
WEALTH MANAGEMENT
- Integrating your pensions, TSP, IRAs, taxable accounts, and 401(k) and 403(b) accounts into the rest of your financial plan
- Working towards maximizing returns on all your investments
Home Ownership
- Weighing the options for buying a home
- Identifying opportunities for rental income from investment properties
Insurance & Risk Management
- Helping you understand which options may be best for you and your family, including life insurance, disability, long-term care, and personal and professional liability
Education Funding Options
- Understanding how much to save for a child’s education
- Selecting, setting up and managing a 529 plan
Legacy and Estate Planning
- Providing guidance on wills, trusts, and beneficiary designations
- Identifying ways to achieve the financial legacy you desire
Carrington Financial Planning Is Highly Specialized in Helping You Achieve Financial Freedom
Diplonomics
/ˌdipləˈnämiks /
The art and science of achieving financial independence while pursuing a career in the
U.S. Foreign Service
We’ve experienced first-hand the financial challenges you’re facing today, and we’ve discovered what works and what doesn’t when it comes to achieving your financial goals. We’ll bring you financial guidance on your terms, meeting remotely when it works for you.
The Foreign Service Presents Unique Financial Planning Issues Including:
- Understanding Your Foreign Service Benefits
- Managing Your Investment Portfolios and Thrift Savings Plan (TSP)
- Planning for Uneven Cash Flow as You Move from Post to Post
- EFM Employment and Career Opportunities
- Absentee Homeownership and Rental Property
Discover the Path to Financial Independence
We proudly serve employees of numerous U.S. Foreign Affairs agencies, including:
FAS
U.S. DEPARTMENT OF STATE
FCS