Our specialties include

  • 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

chs fd.jpg

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