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THE LIMPERT GROUP

23046 Avenida de la Carlota #600
Laguna Hills, CA 92653

Phone:

949-361-1771

Fax:

949-272-5561

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to our FINANCIAL SOLUTIONS Website

John Limpert

WEALTH MANAGEMENT CONSULTANT 

Offers

Retirement and Social Security¹ Planning

Investment Advisory with Fiduciary Responsibility

MEMBER OF THE FEDERAL BENEFITS RETIREMENT NETWORK

Our mission is to help Federal Employees:

  • Have a clear understanding of their financial goals 

  • Establish a well-defined financial roadmap to a successful retirement

  • Prepare for potental Increased Inflation and Taxes

FEDERAL EMPLOYEES

Click Here to Request a Retirement Analysis, Pension Gap Calculation, and Investment Analysis TODAY!

Welcome, Federal Employees! We appreciate your dedication to civil service for our country and its citizens. Thank you.

Are you experiencing any of these thoughts with your Federal Employee Benefits?

  • Will the federal pension be enough

  • How retirement will be possible at the lowest pension payout...

  • How long should I stay at my job

  • Put off participating in the TSP (Thrift Savings Plan) fully...

  • Allocated all of your TSP assets into the "G" fund...

  • Hope that you are not paying too much for your FEGLI coverage

  • Only looked at the Long-Term Care Insurance information...

  • Are your Designations of Beneficiary forms for ALL of your benefits up-to-date?

  • Will my Health plan sufficient

Federal Employee Benefits can be vast and complex. Understanding, coordinating, and utilizing your benefits can provide you with a sustainable retirement. A system to measure progress and forecast pension benefits and income "gap" calculations may help create a predictable and sustainable retirement.

Avoiding pitfalls and addressing concerns may be a daunting task. Take our Retirement Preparedness Diagnostic for Federal Employees to help identify potential areas of concern in your retirement planning.

Click here to request a pension analysis, pension gap calculation, and investment analysis today!

¹Not associated with or endorsed by the Social Security Administration or any other government agency.

*This website is designed to provide accurate and authoritative information on the topics covered. However, it is not intended to provide specific legal, tax, or other professional advice. Registered representatives of Brokers International Financial Services LLC do not provide tax advice when acting in the capacity as registered representatives. Tax preparation and services are conducted as an outside business activity. 

Describes how Roth accounts can generate tax-free retirement income.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Explains how future tax rules may impact deductibility of charitable donations.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Determine whether you should consider refinancing your mortgage.

This calculator can help you estimate your annual federal income tax liability.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck