Our Simple 3-Step Process
One of our vetted and experienced advisors will guide you through retirement planning, designed specifically for federal employees.
1
Schedule Your Appointment
Book a complimentary 30-minute review in under 60 seconds. Choose virtual via Zoom or by phone.
- Tell us your agency and GS level
- Share your current FERS & TSP situation
- No preparation needed for the first call
2
Your Advisor Reviews Your Benefits
One of our vetted and experienced advisors will analyze your specific federal situation during the meeting.
- FERS pension & High-3 analysis
- TSP allocation & withdrawal strategy
- Social Security (WEP/GPO) impact
- FEHB retiree health coverage
3
Receive Your Personalized Roadmap
One of our advisors will provide you with a clear, customized federal retirement action plan.
- Written summary of recommendations
- Projected retirement income scenarios
- Next steps & optimal retirement timeline
- Ongoing support options
Ready to Get Started?
One of our experienced advisors is ready to help you maximize your federal retirement.
Schedule Your Complimentary Review