San Antonio, Texas

Federal Retirement Planning in San Antonio

Military City USA. From JBSA to major medical centers, we specialize in helping San Antonio's federal workforce plan for retirement.

San Antonio Texas skyline

Service Areas in San Antonio

Central San Antonio

Downtown, River Walk, King William, Alamo Heights

Northeast SA

Fort Sam Houston, Terrell Hills, Live Oak, Converse

Northwest SA

Lackland AFB, SeaWorld area, Helotes, Leon Valley

Greater San Antonio

Schertz, Universal City, Boerne, New Braunfels

Major Federal Employers We Serve

Joint Base San Antonio

  • Lackland Air Force Base
  • Fort Sam Houston
  • Randolph Air Force Base
  • Air Education and Training Command
  • 24th Air Force (Cyber Command)

Military Medical

  • Brooke Army Medical Center
  • Wilford Hall Medical Center
  • Center for the Intrepid
  • Army Institute of Surgical Research
  • San Antonio Military Medical Center

Other Federal

  • NSA Texas (JBSA)
  • DIA San Antonio
  • VA South Texas Healthcare
  • FBI San Antonio Field Office
  • DEA Houston Division (SA Office)

Federal Retirement Workshops for San Antonio Employees

Attend from San Antonio — no travel required. Our virtual workshops are free, comprehensive, and led by CFP® professionals.

View all upcoming workshop dates →

Getting to Our Workshops

Easy access from I-10, I-35, Loop 1604, and Loop 410 for all JBSA installations and San Antonio agencies.

From Fort Sam Houston

Located in NE San Antonio. Take I-35 or Harry Wurzbach Road. Virtual workshops available for shift workers.

From Lackland AFB

SW San Antonio via Loop 410 or US-90. Join our FERS workshop virtually from base or home.

From Randolph AFB

Universal City area via I-35 or FM 78. Perfect virtual access for Air Force civilian employees.

Why San Antonio Federal Employees Choose PlanWell

PlanWell Financial Planning

  • Certified Financial Planners (CFP®)
  • ChFEBC℠ Federal Benefits Specialists
  • Fee-Based Fiduciary
  • Free 3-Hour FERS Workshop
  • DoD Civilian Employee Experience
  • Central Time Zone Availability

Typical SA Financial Advisors

  • General financial credentials only
  • Limited FERS understanding
  • Commission-based products
  • No federal-specific workshops
  • Generic military-focused advice
  • Limited DoD civilian experience

San Antonio Federal Retirement FAQs

Are there federal retirement workshops in San Antonio?

Yes. PlanWell offers free virtual FERS retirement workshops that San Antonio federal employees can attend from anywhere. Our 3-hour sessions cover the FERS pension, TSP, FEHB, FEGLI, and Social Security coordination. JBSA, Brooke Army Medical Center, and other DoD civilian employees attend regularly.

How do I register for a federal retirement webinar?

Visit planwellfp.com/federal-retirement-webinars to see all upcoming dates and register for a free session. Workshops are held via Zoom and run approximately 3 hours. No travel required from your San Antonio office or home.

Is PlanWell's workshop specific to San Antonio federal employees?

Our workshops cover FERS benefits that apply to all federal employees nationwide. Whether you work at Lackland AFB, Fort Sam Houston, or Randolph AFB, the FERS retirement system works the same way. Our CFP® professionals answer questions specific to your situation during the live Q&A, including DoD civilian-specific topics.

Ready to Plan Your Federal Retirement?

Join San Antonio federal employees who've taken control of their retirement with expert guidance.