How We Help
Our Approach
Every Federal Employee has a unique story. We take the time to listen, understand what matters most, and work alongside you to build a plan that reflects your goals and priorities.
What to Expect
Our process begins with a complimentary Benefits Review, where we thoroughly assess your current benefit elections and deliver informed, objective insights.
Below is a list of topics we may cover:
❋ The Federal Employee Group Life Insurance Program
Your coverage and costs while employed and into retirement.
❋ Social Security
We will estimate your monthly income and discuss the best time to start receiving payments.
❋ Retirement Annuity
We will calculate your future monthly income based on your choice of three potential retirement ages.
❋ Thrift Savings Plan
Contributions, matching, projected balance and income choices at the time of retirement.
❋ The Federal Employee Health Benefits Plan
Your coverage and costs while employed and into retirement.
❋ Medicare
How medicare integrates with your FEHB insurance and what coverage gaps might leave you exposed.
Questions to Consider
Do you know when you are eligible to retire?
1
Are you aware of how your CSRS / FERS annuity is calculated?
2
Are you qualified for a supplemental annuity?
3
Do you know when the best time is to begin Social Security?
4
Do you understand FEGLI, its multiples, and future costs?
5
Do you understand TSP distribution rules and how to maximize your retirement income?
6
Do you know how Medicare integrates with your health insurance?
7
A step-by-step guide
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Schedule a Review
Give us a call or fill out the form on our website and a Scheduling Coordinator will assist you.
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Receive a Custom Report
Included with every Benefits Review is a comprehensive report detailing everything discussed during the call (at no cost).
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Q&A / Counselor Support
Our support doesn’t end there. Your counselor will be available to answer additional questions, provide resources, and help you navigate the planning process.
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Design Your Future with Confidence
We deliver guidance and solutions you can trust. Our years of experience and genuine care mean you’re in capable hands every step of the way. It is our hope to leave you with restored peace of mind.
Let’s Get Started