Online Retirement Counseling

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.

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.

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

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.

Not sure which service to use: Please contact us for more information

Disclaimer: Federal Employee Benefits Analysis Report