RFBS — Registered Federal Benefit Specialist
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Example profile. This is a sample listing used to illustrate how RFBS℠ designee profiles will appear. The person shown is not a real designee — please do not attempt to contact them.

Specialists in Colorado
AW
RFBS℠ in good standingFeatured designee

Ann Whitaker, RFBS℠

Whitaker Federal Retirement Planning · Founder & Lead Advisor

RFBS℠ number
RFBS-S00001
Certified
Mar 12, 2024
Good standing through
Mar 12, 2027
OPM forms training
Certified
Contact AnnVerify designation

About

Ann works exclusively with FERS-covered federal employees within ten years of retirement. Her practice focuses on integrated retirement-date modeling, TSP withdrawal sequencing, and FEHB-to-Medicare transitions for households in Colorado and across the Mountain West.

Specialties

  • FERS retirement
  • Thrift Savings Plan
  • FEHB health & Medicare coordination
  • Social Security coordination
  • OPM retirement paperwork

Other credentials

Beyond the RFBS℠ designation, this designee reports holding:

  • CFP®
  • ChFC®

Credentials listed above are self-reported by the designee. The RFBS℠ program does not verify third-party licenses or designations. Always confirm current licensure with the relevant regulator before engaging an advisor for regulated services.

Contact Ann

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