Why retire FERS, when you can retire FERS+

FERS+ Procedure is a step-by-step federal benefits and financial retirement meeting procedure where we help you:

Create a Customized Retirement Income Plan

Federal Benefits Optimization Plan

Create an Investment Bucket Strategy

Choose What Date to Retire

Create a Social Security Strategy

Create a Long Term Care Strategy

Create an Insurance Strategy and Learn How to Get FEGLI at Reduced or No Cost

3 Options to Become a Client

FERS+ Procedure:

Three Meetings.

$1,000

Advisory Client:

Fee Based.



Advisory & FERS+

Rollover $500K AUM &  FERS+ Procedure is complimentary

Investment advisory services offered by registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Lifestyle Wealth Management are unaffiliated entities. Licensed insurance professional. Investing involves risk, including possible loss of principal. Insurance product guarantees are back by the financial strength and claims paying ability of the issuing company. We are not affiliated with any government agency

Advisory Client

At the heart of our services lies expert Asset Management, where we diligently invest your funds with utmost responsibility and care. Explore our premier investment models to find the one that aligns with your goals, or allow us to tailor a unique portfolio specifically for you.

Asset Management selection is a customized process. Choose from our flagship or custom portfolio models. This may be right for you if you want ETFs, mutual funds, individual stocks and bonds, and others. We can meet 1-2 times per year for portfolio review and are always a phone call away for any questions and additional support.

*AUM = Assets Under Management. Annual fee structure based solely on the assets we manage.