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Couple Sitting with Financial Advisor

Failure To Plan IS A Plan To Fail!

Federal Benefits & Retirement Consultation

A complimentary 30-Minutes personalized consultation with one of our Federal Retirement Specialists to learn about your federal retirement benefits.

This in-depth session will help you understand your estimated retirement income and what options you have in regard to your FERS/CSRS, TSP, FLTIC, FEHB, Survivor’s Benefit, FSA and FEGLI.

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During your complimentary federal benefits & retirement planning consultation, we will accomplish the following:

  • Calculate future FERS/CSRS Pension Income

  • Survivor Benefit Annuity Options & Costs

  • Customized info on: FEHB, FEGLI, Social Security & Medicare 

  • Project Your Future TSP Retirement Income

  • How to maximize TSP benefits

  • Run a retirement income report

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