Plan Your Future with
Confidence
Guiding You Towards a Secure and Prosperous Retirement
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Guiding you toward
FINANCIAL FREEDOM
A Retirement Plan Built for You
At Belger Financial Group, we believe that retirement should be a time of confidence, not uncertainty. Our personalized financial strategies help you navigate retirement planning, income strategies, tax-efficient investing, and wealth protection—so you can enjoy the future you’ve worked so hard to build.
Retirement should be a time of relaxation, yet without a solid plan, financial worries can haunt your nights. Belger Financial Group empowers retirees and pre-retirees to safeguard their future through tailored financial solutions that address every facet of their retirement.
Gregory Belger
Federal Retirement Consultant
With decades of experience in financial planning, Gregory Belger has dedicated his career to helping federal employees, retirees, and pre-retirees navigate the complexities of retirement. As a federal retirement consultant, he expertly handles clients through the complexities of FEHB, FERS, CSRS, TSP strategies, Social Security, and tax-efficient income planning—empowering them to maximize their benefits and retire with confidence.
Gregory understands that federal retirement planning isn’t one-size-fits-all. Every career path, benefit selection, and financial goal is unique. That’s why he takes a personalized, solutions-driven approach, helping clients:
Optimize their federal pension and survivor benefits.
Make informed decisions about Thrift Savings Plan (TSP) withdrawals.
Minimize tax burdens on retirement income.
Maximize Social Security & Medicare choices.
Ensure long-term financial security for themselves and their families.
With a deep knowledge of federal benefits and retirement strategies, Gregory’s mission is simple: helping you retire with clarity, confidence, and financial peace of mind.
Secure your retirement
WITH CONFIDENCE
Download our FREE Guide “ The Secrets to Retiring Rich “
The key investment strategies to grow and protect your wealth.
How to maximize social security & minimize taxes.
Smart ways to generate lifelong retirement income.
The biggest mistakes retirees make & how to avoid them.
Your path to
Wealth
Download our FREE Guide “ Unlocking real estate riches “
Proven strategies for generating passive income via real estate.
Discover tax-saving techniques to maximize your profits.
How to identify high-value investment opportunities.
Common pitfalls investors make & how to avoid them.
OUR Services
How to Protect
Retirement Funds?
To secure your retirement savings, it’s essential to embrace diversification, implement tax-efficient withdrawal strategies, and manage risks effectively to safeguard yourself from market fluctuations and inflation. Implementing strategies such as annuities, secure investments, and comprehensive estate planning can pave the way for enduring financial security throughout your life.
Retirement Funds
Security Plan
A Retirement Funds Security Plan is a tailored approach designed to safeguard your savings against market fluctuations, increasing taxes, and unforeseen costs, all while providing an ongoing source of income during your retirement years. Wise investment decisions and reliable income streams ensure lasting stability.
Retirement
Advisor
A Retirement Advisor helps you create a comprehensive financial plan, ensuring your savings last, taxes are minimized, and investments are optimized. With professional insight, you can expertly maneuver through Social Security, Medicare, and estate planning to ensure a secure future.
Federal Retirement &
Bonus
Federal employees enjoy the advantages of FERS pensions, TSP savings, Social Security, and the possibility of retirement bonuses. To achieve optimal results, it’s essential to engage in meticulous planning that focuses on securing the most advantageous payout options, maximizing tax savings, and ensuring long-term financial stability.
Common Retirement Concerns
We Solve
Are my savings sufficient to last throughout my lifetime?
How do I avoid running out of money in retirement?
What’s the best way to minimize taxes on my retirement income?
What strategies can I use to safeguard my savings against market declines?
Am I choosing wisely when it comes to Social Security and Medicare?
Our Retirement
solutions
Guaranteed Income Planning
“ Never worry about outliving your money “
We design strategies that ensure a steady stream of retirement income so you can enjoy life without financial stress.
Investment & Risk Management
“ Protect and grow your assets “
We balance your portfolio with growth opportunities and downside protection so you’re prepared for market ups and downs.
Estate & Legacy Planning
“ Secure your family’s future “
From wills and trusts to beneficiary designations, we ensure your loved ones are protected and financially prepared.
Tax-Smart Retirement Strategies
“ Keep more of what you’ve saved “
We help reduce your tax burden by optimizing withdrawals, tax-efficient investing, and Roth conversion strategies.
Social Security & Medicare Guidance
“ Make the most of your benefits “
We analyze your options to maximize Social Security and Medicare benefits, helping you make well-informed choices.
Belger Financial Group
In the media
At Belger Financial Group, we are dedicated to delivering expert financial guidance and empowering individuals and families to make informed decisions about their retirement and investments. Our insights have been featured on top media platforms, where we share strategies on retirement planning, wealth management, tax efficiency, and financial security.
Radio & Podcasts
Tune in to hear our financial experts discuss smart retirement strategies, tax-saving tips, and investment insights on leading radio shows and podcasts.
Television & News Features
Our team has been featured on FOX 2, providing expert opinions on market trends, retirement planning, and wealth-building strategies.
Let’s Build Your
Retirement together
Whether you’re approaching retirement or already retired, we’re here to help you make smart financial decisions for a secure future. Schedule your complimentary consultation today and embark on your journey to financial peacefulness.
7777 Bonhomme Ave., 18th Floor, St. Louis, MO 63105
Phone
