*** Call for your COMPLIMENTARY Federal Benefit Analysis TODAY! ***
Our Process
Let's Get to Know Each Other
Let's Get to Know Each Other
Let's Get to Know Each Other
Our initial call will be a Discovery Meeting. To prepare, please have the following available:
High-3 Average Salary
Service Comp Date
Desired Retirement Date
FEHB Premium
TSP Account Balance
TSP Allocation
Social Security Benefit at full retirement age
FEGLI Coverage Amount and Premium.
Your Benefit Analysis
Let's Get to Know Each Other
Let's Get to Know Each Other
It all starts with a Benefit Analysis Report. This Report will identify which benefits you are eligible for and how much income you can expect. With this information, we can customize a plan to meet your specific needs. Some areas you can expect to be addressed in your Plan include: Sick-Leave, Annual-Leave, Guaranteed Income, Healthcare and your Life Insurance.
Your Retirement Income
Let's Get to Know Each Other
Your Retirement Income
We are passionate about helping you reach your goals and are ready to do the heavy lifting but we need to know your objective. Are you planning for Retirement? Rather than focusing on a certain balance in your retirement account, think about how much money you would like to have after taxes each month and at what age you would like to retire. You can leave the rest up to us!
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