Individual Retirement Counseling: One-on-one retirement counseling to analyze an individual's retirement income to include: FERS Basic Annuity, Special Supplement / Social Security and TSP savings.

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The counseling session can range from a basic estimate of your federal retirement to an in-depth analysis of your total retirement income and expenses.  The personalized retirement estimates' accuracy may vary significantly depending on length of time until retirement.

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General Retirement Information: One-on-one general discussion of Federal Benefits, FERS Basic Annuity, Special Supplement / Social Security and TSP savings.

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This counseling session DOES NOT include a personalized retirement estimate, but rather is an opportunity to gain a better understanding of the Federal Benefit and Retirement system.

 

Service Delivery: Online sessions are normally conducted via Zoom.  Teams, Skype or FB Messenger are also video conference options.  With these on-line services, you can receive the retirement training from the comfort of your home.  This allows your spouse to join in and ask questions if desired.