Your Federal Benefits Are the Foundation of Your Retirement.
FERS or CSRS, TSP, FEHB, FEGLI, Social Security, Medicare, survivor benefits and retirement income can all play an important role in retirement. A Federal Benefit Analysis can help you understand how those pieces fit together—and how they fit within your broader financial plan.
Your Benefits Are Part of the Plan—Not the Entire Plan.
Federal employees often have access to a combination of retirement benefits that can form an important foundation for their future. Understanding those benefits is the first step.
The next step is understanding how they may work alongside retirement income, investments, taxes, insurance, estate planning and the other financial decisions that can affect retirement.
The purpose of a Federal Benefit Analysis is to provide greater clarity around your benefits so they can be considered within your complete financial picture.
Understand the Pieces That Shape Your Retirement.
Your Federal benefits can influence when you retire, the income available to you, your insurance decisions and how the rest of your financial plan is structured.
Our Services Include
Explore the Federal retirement and benefit areas considered as part of your analysis.
- FERS & CSRS retirement analysis and planning
- Pension Maximization
- Special Category Employees (Law Enforcement, Fire Fighters, Air Traffic Controllers)
- Federal Employee Group Life Insurance (FEGLI) planning and advice
- Thrift Savings Plan (TSP) planning and income projections
- Calculating your annuity benefit payments
- Should I take the VSIP, VERA or RIF?
- Social Security impact on benefits
- Health Insurance (FEHB) planning and how to deal with Medicare
- Long Term Care planning
- Taxes on Federal benefits
Know What Your Retirement May Look Like.
To accurately plan for retirement, it is absolutely critical to have your numbers projected and have experts like us see what your Retirement Income will look like relative to your current working salary. This forecasting provides an essential baseline comparison by showing the retirement that your current financial path would potentially provide. Your Personalized Benefit Analysis will be yours to keep and will include:
- Your FERS Pension numbers – and the best time to retire
- Your TSP – and how much should you draw out
- Social Security – when you should turn this on
- Survivor Benefits
- FEGLI and all of your insurances
- Income planning
- Pension Max
Your Retirement Is More Than Your Benefits.
Understanding your Federal benefits can provide an important foundation. Comprehensive financial planning considers how that foundation may interact with the other areas of your financial life.
The objective is not simply to understand what benefits you have, but to consider how those benefits fit into the retirement, financial and legacy decisions ahead.
Bring the Pieces Together.
Your Federal benefits can be considered alongside the other financial areas that may influence your retirement strategy.
10 MUST-DO ACTION ITEMS TO PREPARE TO RETIRE FROM FEDERAL SERVICE
Read NowUnderstand Your Benefits. Plan for the Bigger Picture.
A Federal Benefit Analysis can help you better understand what you have today and how those benefits may fit into your retirement and broader financial plan.
Schedule Your AnalysisMission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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