Ep 61: Serving Federal Employees with Rich Zeitz

When it comes to planning for retirement as a federal or government employee, you often face unique challenges that not every advisor will be ready to face. On today’s episode, an experienced financial advisor inside of the Federal Retirement Program joins us to discuss federal employee specialization and how he serves this niche. Rich Zeitz is the founder of Bravias Financial and he is helping federal employees navigate the world of finance and save for the future.

This is a tough niche for advisors, but Rich is continually learning and expanding his knowledge to improve client relationships. Most federal employees don’t understand the benefits they are offered and at the end of the day, Rich wants to educate his clients on the best choices for them. We’ll explore the unique challenges this niche faces, how Rich utilizes the resources at FIG, and more on today’s episode.

More about Rich: https://braviasfinancial.com/about-us/attachment/rich-zeitz/

Key Points: 

2:47 – How Rich got into the financial industry

16:28 – Challenge from an advisor standpoint

22:14 – Using research sources with FIG

28:08 – Are you considering breaking away?

38:24 – Growing his business, where can you hear more?