Financial Planning for U.S. Federal Professionals
Helping federal professionals connect today’s decisions to long-term outcomes as careers and lives evolve.
What to expect on your Global Review call
- A 20-minute introductory conversation. No preparation required.
- You share your situation and questions.
- We explain how the Global Review™ works.
- If it’s a good fit to continue, we discuss next steps and schedule a follow-up conversation.
Thinking things through is part of the process.
Not ready to book a Global Review yet?
Stay connected and receive occasional planning insights and webinar invitations as your questions and priorities evolve.
Coordinated Strategy
We help federal professionals coordinate retirement benefits, investments, taxes, and cash flow into a single, continuously updated plan so decisions aren’t made in isolation.
Trusted Guidance
Fiduciary guidance to help federal professionals make thoughtful financial decisions. The focus is on connecting today’s choices to long-term goals and adjusting course as life and priorities change.
Continuity Wherever You Are
Federal careers often involve moves, TDYs, transitions, or time abroad. GFP is built to function remotely, providing clients with consistent access to their financial plan and advisor regardless of location.
Retirement Transition
The move from earning income to drawing from accumulated benefits and savings is one of the most complex financial transitions. GFP helps clients coordinate this shift thoughtfully, preserving flexibility as retirement approaches and unfolds.
What we help you achieve
✔ Coordinate your TSP strategy with your broader retirement plan.
✔ Navigate federal benefits as part of a unified strategy.
✔ Evaluate tax-efficient strategies during service and into retirement.
✔ Improve cash flow and long-term savings through deliberate planning.
✔ Maintain a retirement plan that is reviewed, adjusted, and aligned over time.
Who we serve
Early Career Federal Professionals
Getting started with your benefits, savings, and long-term plan.
Mid Career Federal Professionals
Checking progress, adjusting course, and preparing for bigger decisions.
Nearing or Living in Retirement
Coordinating income, taxes, benefits, and timing with confidence.
Seeking a Trusted Advisor
Looking for clarity, structure, and ongoing decision support.
What we do
Financial Planning
Ongoing financial planning that coordinates benefits, taxes, and cash flow as your career and goals evolve.
Financial Management
Consistent advisor access and oversight, regardless of location or career transitions.
Investments
Investment strategies aligned with your goals, time horizon, and overall financial plan.
Schedule your no-cost Global Review™
GFP offers a Global Review™ for federal professionals as an initial planning snapshot. This streamlined, no-cost process provides a coordinated view of current positioning and highlights key tradeoffs that may influence future flexibility.
- Is your retirement properly funded?
- Are you paying more in taxes than you need to?
- Is your portfolio aligned with your long-term retirement goals?
The Global Review™ is purely informational and requires no commitment or paperwork. Its purpose is to provide clarity and context, not recommendations. From there, individuals can decide whether ongoing planning work would be helpful.
Meet you advisor
I’m Warren Covert, Founder and Principal Advisor of Global Fiduciary Partners.
I work with federal professionals who want a structured way to make long-term financial decisions; not just investment or product recommendations.
My role is to help clients understand how today’s choices around savings, benefits, taxes, and investments shape future outcomes, so decisions are made intentionally, not reactively.
The work focuses on making tradeoffs explicit, understanding constraints, and building a plan that remains useful as circumstances change.
Learn more about me or my Firm here.