Services:
CSRS/FERS Pension Planning
Retirement Income Projections
Complimentary Federal Benefit Report
17-Point Assessment for Federal Retirement
FEGLI Calculator Report
Social Security Maximization Report
Blending Medicare with Federal Benefits
Taxes in Retirement
Estate Planning for Feds
17-Point Assessment for Federal Employee Retirement
Our 17-point assesment includes:
CSRS/FERS Retirement
Retirement Eligibility
Best Date to Retire
Pay Stub/SF-50/Annuity Estimate Review
Beneficiary Forms
Survivor Benefits
Health Insurance
Federal Employee Group Life Insurance
Thrift Savings Plan Strategies
Technology in Retirement
Plus+
Pension Maximizer
TSP Risk-Guard™
Retirement Income Strategies
Social Security Strategies
Medicare Decisions
Taxes in Retirement
Estate Strategies
