Retirement Planning
Talk with a Federal Retirement Specialist
Our specialists are fully trained in every aspect of Federal Retirement Planning, allowing us to guide you through the complexities and help you confidently determine the best time for your retirement. We’ll even assist you in completing all your retirement paperwork—at no cost to you.
Retirement Consultation will Cover the Following:
FERS/CSRS
Get the most out of your pension. We’ll help you navigate the Federal Employees Retirement System (FERS) and Civil Service Retirement System (CSRS) to ensure you know when you’re eligible to receive your benefits, how much retirement income you’ll receive, survivor benefits, and every other aspect of your pension plan.
FEGLI (Federal Employees Group Life Insurance)
Your life insurance policy should work for you. We can assist with understanding your Federal Employees Group Life Insurance (FEGLI) policy, your amount of coverage, and determining the appropriate amount you’ll need to meet your retirement goals.
Social Security/FERS Supplement
Are you eligible for the Federal Employees Retirement System (FERS) Supplement? If you’re retiring early, the FERS supplement acts as a bridge to your Social Security benefits, paid out as an annuity until age 62 to eligible applicants. But determining your eligibility and how much you will receive can be complicated. Our experienced specialists can help check if you qualify and apply for the supplement, so you don’t lose out on these important benefits.
TSP (Thrift Savings Plan)
Similar to a 401(k), the Thrift Savings Plan (TSP) offers a savings and investment plan to Federal employees to provide a retirement income. However, understanding your available funds and how inflation and market fluctuations can affect them is complex.
