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.
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Retirement eligibility & Best date to retire |
Changes to FEGLI/FEHB/BEDB |
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Net pension & Supplement calculations |
Sick/annual leave strategy |
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Social security strategy & Break even analysis |
Mortgage/debt/asset analysis |
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Survivor benefit election & Interim period |
TSP/IRA/Roth Financial strategy |
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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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