We educate individuals on their federal retirement system, optimize strategies that maximize their retirement benefits, and assist with the retirement process overall from A to Z, for free.
Our seminars and 1 on 1 meetings cover:
- Retirement eligibility & Best date to retire
- Changes to FEGLI/FEHB/BEDB
- Net pension & Supplement calculations
- Sick/annual leave strategy
- Social security strategy & Break even analysis
- Mortgage/debt/asset analysis
- Survivor benefit election & Interim period
- TSP/IRA/Roth Financial strategy
- Tax efficiencies in retirement & the SECURE Act
- 10% Pension kicker & much more
We also assist with HR related services such as FEGLI Change Forms, Beneficiary Change Forms, Military buy backs, option c refunds, and most importantly, retirement paperwork for both FERS and CSRS. We provide these services, as well as those mentioned above, at no cost.
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