Finding a knowledgeable retirement planner


Q. How do I find a financial or retirement planner who is truly familiar with the nuances and quirks of TSP and federal retirement benefits? I hear of people being given bad advice because their advisers didn’t know the rules/options that are unique for federal employees. Can you recommend a few questions that can be used to test someone’s knowledge of federal retirement planning?

A. You can start by visiting I don’t know of any easier way to find an advisor who is: one, knowledgeable about federal benefits; two, free from conflict of interest; three, a fiduciary; and four, reasonably priced.


About Author

Mike Miles is a Certified Financial Planner licensee and principal adviser for Variplan LLC, an independent fiduciary in Vienna, Virginia. Email your financial questions to and view his blog at

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