Navigating Your Next Chapter
Expert Exit-Planning for Federal Employees
with Luckinbill Financial Advisors
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Features
Specialized Financial Guidance: Tailored advice for navigating the recent changes in government employment.
Retirement Income Simulation:
Tools to visualize and plan for income throughout retirement.
Interactive Decision-Making Support:
Assist in choosing between continuing employment, private sector transition, or retirement.
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Benefits
Clarity in Uncertainty:
Gain a clearer understanding of your options in the face of governmental restructuring.
Lifelong Income Planning:
Secure a strategy that for generating lifetime, inflation-protected income.
Personalized Consultation:
Access to a free initial meeting to discuss your unique situation and future plans.
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Services
Retirement Strategy Development: Comprehensive planning to optimize your retirement funds and benefits.
Career Transition Advice:
Guidance on whether to stay, switch sectors, or retire under new government initiatives.
Investment Management:
Strategic asset allocation to support your retirement goals, tailored to your risk tolerance and financial objectives.
*Financial Planning and Asset Management services are offered through ZEGA Investments. ZEGA INV | Disclosures & Form ADV
Map out a successful
retirement plan.
We’re a full-service financial advisory firm who specializes in giving you financial clarity when you’re considering a move.
Book some time on our calendar
Steps of Our Proven Process
Step 1
Career Decision-Making
Facing the FORK letter or just thinking about leaving government service? Our financial advisors guide you to make informed choices about staying, retiring, or switching jobs.
Step 2
Financial Planning
Help ensure your financial future by collaborating with our expert advisors. They will craft a tailored financial plan, guiding you to invest wisely and meet your retirement goals effectively.
Step 3
Implementation
Execute your retirement plan to secure lifelong income and build wealth. We will invest your assets in alignment with your goals and risk tolerance to ensure financial stability when you retire.
What is your Exit Strategy?
Let’s make your next career decision incredible!
Detailed Analysis
We meticulously analyze what you own, owe, earn, and spend to maximize your financial potential.
Performance Excellence
We provide tailored advice to our clients, maintaining high ethical standards.
Facing DOGE Uncertainty?
Schedule a Free
Get Free Expert Advice Today
Take the first step towards securing your financial future.
Frequently Asked Questions
What is the FORK letter?
The “FORK” letter is a letter issued by the U.S. Office of Personnel Management (OPM) as part of the initiative by the Department of Government Efficiency (DOGE) to reduce the size of the federal government.
What are resignation options?
Accept the FORK Letter: Resign from your current position in exchange for payments until October 2025.
Retain Your Position: Continue in your current role, bearing the risk that your position might be eliminated as part of the DOGE initiative.
Retire Now: Opt for retirement if you’ve served long enough, securing your financial future without the uncertainty of job loss.
What is the purpose of FederalExitStrategy.com?
The primary goal of this website is to provide resources to federal employees who are facing job insecurity or who may be thinking about leaving.
Who are our ideal clients?
Our ideal clients are federal employees in the United States, who need help planning for their future and are seeking confidence in financial decision making.
How can I schedule a free consultation?
Select the schedule link to book your free consultation. Schedule Link
Luckinbill financial advisors
About your advisor:
I’m Ken Luckinbill and I own Luckinbill Financial Advisors.
My mission is to help families develop comprehensive financial plans as the starting point to building wealth, living well, and blessing others through their prosperity.
I am honored to be able to serve you, providing expertise gained from working in the securities and financial advisory business since 1998.
Services offered include financial planning and fee-based asset management. These services are offered through ZEGA Investments.
Disclosures
1: Advisory services are provided by ZEGA Investments (“ZEGA”). ZEGA is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.
2: ZEGA is not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.
3: Content should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation.
4: The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any securities or investment advisory services where such an offer would not be legal. Furthermore, this material may contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass.
5: This presentation, as well as educational content, charts, tables, and all other information contained herein is protected by copyright and intellectual property laws and may not be altered, reproduced, distributed, sold, published, or edited at any time without the express, written consent of ZEGA. Information presented within may be copied and quoted in proper context, provided proper attribution is given to ZEGA.