Welcome To
Federal Retirement Experts

At Federal Retirement Experts, we’re passionate about helping individuals and families achieve their ideal retirements. Our focus is on helping CSRS/FERS federal employees demystify their retirement plans. The world of federal benefits is daunting to most civilians employed by the government because they have unique benefits that can be complex and confusing.

When we first meet with federal employees, we perform a complimentary federal benefits analysis. It’s a highly detailed and personalized retirement report that opens their eyes to the world of tax-free income, social security maximization strategies, proper insurance planning, and ways to help maximize TSP benefits.

Federal employees are heavily underserved, which is why we continuously look for ways to better serve them. Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Giving back to our community is a cornerstone of Federal Retirement Experts. We support the veteran charities, Folds of Honor and Team Addo, who benefit veterans and their families. We also support the Make-a-Wish Foundation, National Pediatric Cancer Foundation, and GiGi’s Playhouse, and have seen kids dig deeper and fight harder than we ever knew possible. They are an inspiration and their smiles truly light up the room.

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Serving Federal Employees Nationwide

Our 3-Step Plan
Tailored For You

Step 1. Meet & Discover

A conversation between friends.
How do your Federal benefits impact your family and you in retirement? When should you retire? What will your income be in retirement? We’re an open book during this phase — the more we know, the better we can tailor your plan.

Step 2. Report

We develop your plan.
We go to work right away, creating a complete Federal Employee Benefits Analysis that we customize to your retirement benefits and savings.

Step 3. Share

Stand and deliver.
After we’ve finalized your retirement plan, we will walk you through your report point-by-point, answer any questions and ensure you understand everything. Think of it as your own personalized benefits seminar.

Our Services are Focused on PRESERVATION, GROWTH, and INCOME.

Our complimentary federal benefits analysis focuses on these key retirement areas:

TSP Benefits
Tax-Free Income
Insurance Planning
Retirement Strategies
Social Security Maximization

Click HERE to fill out our evaluation form to learn more about our customized approach to retirement.

Download Our Latest Guide

5 Keys to Retirement Planning in 2022

This year is the year for a renewed focus on planning and preparation in the five key areas of retirement planning. These are the building blocks of any solid retirement plan, and this guide will detail each one. Whether 2022 is the year when you retire or not, it’s the year to create a truly comprehensive retirement plan that addresses each of these areas.

START READING TODAY!

Our Featured Articles

Catch The Latest Retirement News And Information From Federal Retirement Experts!

Read our latest article
featured in Advisors Magazine

Making Sense of Federal Benefits
By: Joe Innace with Harry Jameson

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Refer Your Friends and Family

A simple way to share the financial confidence you’ve gained with the people you care about most.

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FEDERAL EMPLOYEE BENEFITS EVALUATION

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    Do you know when you will be eligible to retire?*

    Do you understand how to read all the codes on your pay stub?*

    Do you know how to calculate your expected monthly retirement income?*

    Do you know the maximum annual contribution to the thrift savings plan (TSP)?*

    Do you know the monthly cost of the survivor's annuity?*

    50%

    Are you aware of the in-service withdrawal options through TSP?*

    Do you know what percentage of your retirement annuity you or your spouse will receive?*

    Do you know what the annual cost of Federal Employees’ Group Life Insurance (FEGLI) will be at retirement?*

    Do you have plans to participate in the Federal Long-Term Care Insurance Program (FLTCIP)?*

    What particular topic is of most interest to you?

    99%