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We’re here to help you feel confident in your financial future.

Learn your retirement system, Love your retirement years

Whether you are early, mid or late career, we can help you understand your retirement system so you can make changes confidently and focus on your ideal retirement.

Federal Retirement Blueprint® Process

Our proprietary process covers 4 key areas to help you understand your federal benefits so you can build a strong foundation for a financially secure retirement.

GET TO KNOW YOUR RETIREMENT SYSTEMS

Review your Personalized Benefit Report and Annuity Estimate in the following key areas:

✓ FEGLI
✓ Survivor Benefits for Employees
✓ How much will your Annuity be at Retirement?
✓ Survivor Benefits for Retirees
✓ Thrift Savings Plan

Implement a strategy for your TSP growth

✓ Develop a Customized Plan and an Investment Strategy for your Thrift Savings Plan

✓ Meet periodically to review your Plan 

PLANNING FOR RETIREMENT

5 YEAR ZONE

✓ Verify your retirement date will maximize your Annuity

✓ Update your Benefit Report and review your choices for FEGLI and Survivor Benefits in Retirement

THE RETIREMENT PROCESS

✓ Choose your retirement date

✓ Let us help you prepare your Retirement Paperwork for submittal

✓ Initiate discussions on advanced income planning for retirement

READY TO TAKE

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a workshop.