Financial Vehicles

CONNECT

Address:

801 International Pkwy Suite 500
Lake Mary, FL 32746

Phone:

(800) 839-9248

Who are we?

Government Personnel Advisory Group, LLC.

The Advisory Group was established to promote the financial goals of federal, state, county and local government employees throughout the United States. We do this with individual employee benefit consultations and group workshops.  These comprehensive government employee benefit checkups and assessments are prepared at no cost or obligation to the government employee. Our mission is to help employees completely understand their benefit package, by providing practical knowledge they can use to build solid financial plans. Benefits explained include FERS, CSRS, FEGLI, TSP, Social Security, Social Security Supplement, early retirement, disability retirement, Public Pension Offset, Windfall Elimination Provision, other government benefits too numerous to list. The organization is managed by Richard Easterbrook, CFP, a Certified Financial Planner since 1997 and SEC Registered Investment Advisor* Representative. The Advisory Group offers comprehensive financial planning and fee only investment advisory services to all branches of the federal government as well as state, county and local government employees. The financial planning services include, retirement planning, investment planning, risk management and insurance, education planning, budgeting, debt management and tax planning. Government Personnel Advisory Group is also a proud member of the Cocoa Beach, Florida Chamber of Commerce and the Military Affairs Committee (MAC)

Plan America Financial Services, Inc. / DBA Financial Vehicles

Financial Vehicles provides comprehensive financial planning and Investment Advisory Services for individuals, families and small businesses. These services include: Expert financial advice, 401(k) allocation and rebalancing, Investment portfolio review and recommendations, Retirement planning, and Risk management and insurance. Additional services offered to our small business clients are: Specialized Federal and State tax credits, Property tax reduction, Federal hiring incentives and tax credits, 401(k) allocation and rebalancing, and business expense reduction.  

     *Investment Advisory Services offered through Royal Fund Management, LLC www.royalfundmanagement.com