Financial Services Designed for You
FERS & CSRS Benefits Review and Retirement Planning
You may be left with more questions than answers when trying to understand your benefits and how they apply to your financial plan. Federal benefits are complicated, and there are financial planners who don’t understand these types of benefits and retirement plans. As Federal Retirement Consultants (FRC*), we are positioned to advise you on aspects of your federal benefits and how they impact you. Our complimentary services include guiding you and completing your federal retirement application paperwork.
What We Do
From paycheck reviews and Social Security options, to Thrift Savings Plans and survivorship election rules, we take an income planning approach designed to help maximize and grow your retirement paychecks and preserve your accounts. When considering Social Security in combination with other buckets of retirement money, we find that many times retirees can unlock hidden value and dramatically increase their retirement.
By coordinating your FERS or CSRS pension, TSP, and Social Security, we can work with you to find the best fit for your retirement. We take the necessary time to review your entire financial picture and carefully guide you through a Federal Pre-Retirement Checklist. Through this process, we will help you sidestep a blizzard of paperwork and navigate around potential pitfalls to help you retire with added confidence and peace of mind.
Let’s face it, federal benefits are complicated. They have many provisions, exceptions, and exclusions. Once you are retired, there are no “do-overs.” We help all federal employees with their retirement application paperwork. There is absolutely NO FEE FOR THIS SERVICE and we are here to help you.
*The Federal Retirement Consultant designation and the Federation of Federal Employee Benefit Advocates, LLC are not affiliated with or endorsed by the federal government.
Federal Pre-Retirement Review
To ask a question or request a complimentary Federal Pre-Retirement Review meeting, please provide your information below.
