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

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The personalized retirement estimates' accuracy may vary significantly depending on length of time until retirement.  Please note: The consultation session focuses primarily on your federal retirement. Though the report can include VA Disability and Military Retirement, it does not analyze outside income and only documents basic expenses. Therefore, a professional financial advisor is recommended for your comprehensive financial plan. 

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Please complete and return this Data Collection Form at least 2 days prior to your scheduled appointment.

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Service Delivery: Online sessions are conducted via Zoom.  With these on-line service, you can receive the retirement training from the comfort of your home.  This allows your spouse to join in and ask questions if desired.