President, Federal Employee Benefit Coordinators
“Am I really prepared to retire?
Will my retirement dreams come true?"
Elizabeth Inman asked herself these questions when she sat at her kitchen table looking at the mountain of paperwork required to retire from her federal job. She felt overwhelmed and unprepared to answer all the questions in front of her. Every decision she was about to make would not only affect the rest of her life, but also the lives of her family.
“What made matters even worse is two years before she retired from the Postal Service, Elizabeth lost over a quarter of her Thrift Savings Plan savings because of the 2008-2009 global financial crisis and market collapse.”
When that happened, she asked herself two key questions: Will I have enough income to retire? What will happen to my Thrift Savings Plan after retirement? As one question led to the next, she wondered if her dream might turn into a nightmare.
As the retirement date nears for Federal and Postal employees, they will have the very same questions Elizabeth had. The answers are not as obvious and easy to find as one might think. After Elizabeth’s experience, she wanted to help other Federal and Postal employees navigate the complex system that had her so confused when she retired. This experience started her on the journey to create a business to help her fellow Federal and Postal employees with answers to their retirement questions.
Currently, Elizabeth travels the country educating Federal and Postal employees on a variety of topics including how to manage the risk that is often associated with retirement and how to get the most out of their retirement benefits. Education leads the way to empowerment. With empowerment comes the confidence to make the right decisions as retiring employees navigate the retirement paperwork.
Fast forward to the present from that kitchen table experience. Presently, Elizabeth has more than 36 years of total experience which includes advanced training and licensing. She compiles reports, designs processes, and provides vital information to equip Federal and Postal employees with tools that formulate a Strategic Federal Retirement plan. This plan includes how to determine retirement income levels, how social security benefits fit into the income plan, how Medicare works with FEHB plans, how to manage the risk that comes with market fluctuations, and how all these issues and more may impact critical retirement decisions.
You can learn more by listening to Elizabeth on her national podcast as well as various Facebook and YouTube programs. She is a prominent speaker at National and State Conventions across the country. You may also find her on radio programs and read her various articles and blogs.
Elizabeth is an advocate for Federal and Postal Employees and her passion is to equip them with tools, data, and information to work together so everyone’s dreams can really come true!
Schedule your complimentary 15-minute phone consultation now.
Federal retirement planning is NOT easy. Elizabeth understands what it feels like to look at all the paperwork and wonder if you are truly prepared to retire from Federal service. Having someone who understand your needs, wants, and long-term goals is everything.
Our trained Federal Benefit Coordinators want to help you develop, implement, and monitor a Strategic Retirement Plan that’s designed to address your individual situation. We understand the challenges Federal and Postal employees and their families face today. From legislation cutting back on benefits to managing debt, to saving for college, to Thrift Savings Plan allocations and on to retirement, these personal financial challenges can be overwhelming.
Our commitment is to utilize all our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to helping you prepare for Federal retirement. All our energy, commitment, resources, and efforts are focused on you, the Federal and Postal employee, your education and empowerment to ensure your retirement experience meets your satisfaction.