Retirement Planning For Federal Employees
Protect Save and Grow Financial Group
Retirement is personal. You’ve worked hard to save and invest your money, and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Protect Save and Grow Financial Group is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
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Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Click on any of the six key financial planning considerations to learn more.
Longevity
Outliving financial assets as the result of a longer life.
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Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
Our Services, Your Future
We take the time to thoroughly explore your needs, no matter the stage of life you are in, to help provide a custom-tailored solution that we continue to monitor and adjust until the end of time.
Income Planning
Design an income plan that delivers dependable income and financial security throughout your retirement.
Long-Term Care Planning
Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.
Legacy & Estate Planning
Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.
Retirement Savings Optimization
Increase your or your loved one’s future retirement income with a tax-efficient, capital-leveraging strategy.
Social Security Optimization
Understand the benefits you are entitled to and how to maximize Social Security income in retirement.
Wealth Management/Investment Planning
Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.
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Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
LaMont Baxter
Founder
LaMont’s passion for financial education led him to teach financial literacy classes, where he helps individuals and families better understand their finances. As a member and educator within the Society of Financial Awareness (SOFA), he furthers his commitment to spreading financial knowledge in his community. Through these efforts, he strives to break down complex financial concepts into actionable steps that people can use to improve their lives.
Drawing on his investigative skills, empathy, and lifelong commitment to helping others, LaMont now guides his clients through the complexities of financial planning. His ability to listen, communicate, and uncover solutions tailored to each client’s unique situation sets him apart in the industry.
Today, LaMont Baxter is passionate about providing clarity and confidence to those he serves, ensuring they are equipped to face life’s uncertainties with financial resilience. His goal remains simple: to make financial security accessible and achievable for all.
Kelli Baxter
Director of Operations
Shannon Melvin
Administrative Coordinator
Our Downloads
Federal Employee’s Guide to Retirement
Your financial strategy is the foundation of your retirement life. However, it can be difficult and complex to keep up with the changing financial landscapes, laws, and regulations, especially if you’ve been a federal employee and have worked for the government throughout your career.
