Capabilities

We educate Federal Employees on Benefit Options that can be selected. We then work with each Federal Employee individually to review the benefits selected and make sure they fit the current life situation and goals for the future. From this point, we then customize a Federal Gap Analysis Report showing what the cost of benefits and pension will be at the Target Retirement Date. We then take those numbers and build a rock-solid understanding of the Retirement Situation and make sure we are prepared for the unknown.

Core Competencies

  • FERS / CSRS
  • FERS Offset / CSRS Offset / Special Provisions
  • Pension Calculation / Pension Maximization
  • FEGLI / Life Insurance
  • Social Security
  • Taxes / Long Term Care
  • FEHB
  • TSP / TSP Allocations

Differentiators

25 + years in specializing and working with the Federal Industry. Specialized and up-to-date compliance with all Federal guidelines and State guidelines along with all continuing education and ethical training. Specializing in Retirement Education preparing the Federal Employee for what is to come in Retirement. BBB A+ accredited .

Download Our Capabilities Statement
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