Considering future retirement?Ready to retire now?
As a federal employee you have excellent benefits. In fact, stacked against most employer plans today, they are extraordinary. Assuming you clearly understand all the details and can correctly apply them, these benefits have the ability to form a solid "foundation" to a well-built financial "house".
With your Federal Retirement Report you will be able to:
☑ Clearly understand your Federal Benefits and how to best use them to benefit you now
☑ Determine how to best utilize them to achieving your retirement goals
☑ Be able to accurately compare them against alternative benefits in the private sector
You will be contacted by one of our Federal Benefits Specialists who will prepare and review your personalized Federal Retirement Report with you and answer your retirement questions. Our service is provided over the internet via a convenient and secure webinar format. Your questions and concerns can now be confidentially addressed from the privacy and convenience of your home or office.
We are Federal Benefits Specialists working exclusively with federal employees, their families and agencies. We are committed to ensuring federal employees receive thorough and accurate education on all aspects of their benefits program throughout all phases of their career.
Furthermore, we are driven by a conscious effort to do our very best for any federal agency or individual employee that utilizes our service and we take great pride in always doing the very best we can with whomever we work.
If you are an agency manager, benefits coordinator, HR employee, union president or steward and are interested learning more about our workshop “Understanding Your Federal Benefits” click here.
This best in class interactive workshop can be conducted live and onsite in you agency or even via webinar. The workshop is concise, can be customized to your agency or chapter’s needs, and will empower your employees or members with the information they need to maximize their current benefits and prepare for a secure retirement. Additionally, to enhance the workshop experience, all attendees are entitled to receive a complementary personalized Federal Retirement Report. Click here to download our brochure.
If you’re thinking about retirement this service provides a Personalized Federal Retirement Report. The following items will be included in your FEDERAL RETIREMENT REPORT:
Your Federal Benefits are summarized on one convenient page. This single page quick glance overview of your report will project your income at your desired retirement date and show any penalties that may result from retiring early. Additionally this page will breakout the various funds available to you at your planned retirement date.
A cash-flow analysis of your net income (actual take-home pay) now vs. your net income (actual take-home pay) during your first year in retirement. You will be able to quickly identify now if there will be any “gap” (shortfall) in your income when you retire. If so we will point out ways for you to potentially reduce or eliminate any “gap”. The earlier you know this information the better!
More than just showing you the earliest possible date you can retire, with or without a penalty, and the income you can expect to receive, this comprehensive spreadsheet will illustrate how delaying your retirement can increase the income you receive for the rest of your life.
You'll clearly understand your current benefits (and their cost) along with the ones that are available to you. Armed with this information you can then determine which ones you should have and which ones you shouldn't.
Benefits that are free, or subsidized, when you are working can become extraordinarily expensive in retirement. Your report will expose all of the hidden costs that can deplete your retirement income. This does not have to happen. With proper planning and foresight now you may have much more in retirement.
TSP is vital to your retirement. Get it right you may retire comfortably; get it wrong and you may have to delay retirement! You will learn about the choices in TSP; how you are allocated now and what may potentially be the best allocation strategy for you to meeting your goals sooner and with less risk. Furthermore, you will learn about the benefits and potential dangers and traps to using your TSP to meet future income needs.
🗨 HOW MUCH DOES THE FEDERAL RETIREMENT REPORT COST?
As a federal employee there is no charge for your Federal Retirement Report. Your Federal Retirement Report and consultation are provided at no cost to you. There are no strings attached.
🗨 HOW DO I GET MY FEDERAL RETIREMENT REPORT?
Your report will be reviewed with you via a secure webinar from the comfort of your own home. After your webinar you will receive your report via email for your records. If you are in Southern California you may also personally visit our office for your review.
🗨 WHAT IS A WEBINAR AND HOW LONG DOES IT LAST?
A webinar is an interactive virtual “meeting” with a Federal Benefits Specialist conducted over the internet. During your webinar you will have the opportunity to ask any questions relating to your benefits or retirement. Everyone's report is different so please allow 45 – 90 minutes.
🗨 DO I HAVE TO DO THE WEBINAR FROM A HOME COMPUTER?
Having the webinar from a home or personal computer is the best way. Most Federal Agencies have firewalls that prevent webinars.
🗨 WHAT IF I WORK UNDER A DIFFERENT FEDERAL RETIREMENT SYSTEM?
Currently our Federal Retirement Report is only available for Federal Employees working under the CSRS, CSRS Offset or FERS systems.
🗨 WHAT IF I LIVE OUTSIDE OF THE US?
Currently this offer is only available to those living in the Continental US, Hawaii and Alaska.
“Thank you for providing me with your Federal Retirement Report, it was comprehensive and informative. The report proved very helpful in determining my ultimate retirement benefits and it assisted me in making many of the important decisions that we, as government employees, must make"
Shelly,Fountain Valley CA
“I really appreciate all of the good advice and especially the TSP evaluation. I didn’t realize I was probably going to have a lot less than I expected if I didn’t make some changes. Hopefully now I will have enough to retire” “I really appreciate all of the good advice and especially the TSP evaluation. I didn’t realize I was probably going to have a lot less than I expected if I didn’t make some changes. Hopefully now I will have enough to retire”
Christy, New Orleans, LA
“Because of your advice I have increased my CSRS annuity by $1,000 per year for life and all I had to do was make a deposit of around $700 before I retired. How come no one in HR knew this? Thank you so much for your advice”
Ray, Hernando Beach, FL
“Now I know I will have the income that I need guaranteed for life. I can’t tell you how much better I feel knowing I am going to be OK in retirement and am looking forward to submitting my paperwork soon” Bruce,Logan, UT
“My wife and I did our budget and thought we’d be OK in retirement but after we reviewed my Federal Retirement Report we realized there was going to be a shortfall of over $400 per month if I submitted my retirement papers as planned. Fortunately I completed my webinar and got my report first. We’ve made the changes and are so happy to say now we are going to have extra money”
Paul, Oxnard, CA
“WOW, I didn’t realize what was going to happen to my Federal Employee Group Life Insurance in retirement, WOW!!!!! Thanks for helping me fix that” “WOW, I didn’t realize what was going to happen to my Federal Employee Group Life Insurance in retirement, WOW!!!!! Thanks for helping me fix that”
You will be contacted by one of our specialist who will prepare and review your personalized Retirement Report with you and answer your retirement questions.