|Retirement Planning Services, a partner with ClearLogic Financial, is a fee-only financial services company with over 30 years of investment management
and financial/retirement planning experience.
Specializing in a personal, engaging approach, we advise a wide variety of clients–providing long-range planning, mid-career strategizing, and guidance for retirement.
ClearLogic Financial planners are well known experts on the Federal Retirement & Benefit areas. This enables us to identify and advise Federal Retirees on a wide range of important Federal retirement planning and investment issues.
We help our clients build a clear path to financial security–an essential step amid what can seem like a bewildering array of choices and an uncertain economy.
We conduct instructional seminars in financial planning, personal finance, and retirement planning to Federal, State, and local government employees and businesses in the private sector.
As fee-only firms, Retirement Planning Services and ClearLogic Financial have no ties to any financial institution, and receives no commissions, fees, or other income from the products and services we recommend. We are compensated solely for planning services,
which frees us to act exclusively on our clients' behalf as an objective and unbiased advisor.
To learn more about our investment advisory and financial planning services call:
Updates & Commentary
February is Financial Aid Awareness Month New!
This is the time of year when many families file the FAFSA (the government's aid application) and the CSS Profile (the standard college aid application). Retirement Planning Services has prepared the following educational
Financial Aid for College
Financial Aid 101
529 Plans and Financial Aid Eligibility
(January 29, 2016)
"Changes to Social Security Claiming Strategies," "Filing Your 2015 Federal Income Tax Return," and other articles (January 29, 2016).
Key 2016 Numbers
Our popular 2016 Key Numbers pieces are newly updated to reflect changes made by the Protecting Americans from Tax Hikes (PATH) Act signed into law on December 18, 2015. (January 6, 2016)
Rebalancing 101: How To Get Your Portfolio Back On Track
(For over 50 educational videos, visit the
Videos and Multimedia page.)