Helping Federal Employees
Prepare for Retirement
Our Services
At Federal Retirement Experts, we offer a range of financial services focused on helping CSRS/FERS federal employees nationwide prepare for retirement. We pride ourselves on developing a personalized retirement report for you which we call our Federal Employee Benefits Analysis. This comprehensive report addresses TSP maximization, federal employee benefits, and social security strategies to help you get the most out of your retirement benefits. This report is complimentary for Federal employees ages 55 and over.
All of our financial services fall under our 3-Step Plan tailored for you. Once we develop your retirement report, we will continue to work with you as often as you need to help you have a clear retirement path laid out. We will be your partners on the journey to a stable and well-planned retirement.
Our 3-Step Plan Tailored For You
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.
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.
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.
Retirement Strategies
At Federal Retirement Experts, we create a customized plan to get you to your ideal retirement. This plan will cover all areas of your retirement, including income strategies, healthcare plans, insurance options, tax-minimization strategies, and more. We want to be a resource and partner for you in your journey to retirement.
Social Security Maximization
We review all your income streams, including Social Security, defined benefit pensions, TSP benefits, and outside investments. Our professionals work with you to create a sustainable income, help you understand your Social Security options, and maximize your benefits to fit your needs.
Healthcare Planning
Healthcare will be the most significant expense in retirement for most people, and choosing the best healthcare plan to fit your needs can be a challenging task. You have many options to choose from, and our team is available to help you confidently make the best decision. We will help you determine if Medicare fits your needs, what supplements will work best for you, and what long-term care coverage provides the best fit for your unique situation.
TSP Benefits
When you partner with Federal Retirement Experts, you don’t have to wonder about your TSP options because we’ll share the insights to help you make the most of your plan. When it comes time to retire, you’ll face many choices concerning your TSP. We’ll help you review your options and choose the best investment for your needs.
Tax-Free Income
At Federal Retirement Experts, we take an integrated approach to retirement planning that includes tax minimization strategies. We have the right professionals to help with every financial move you make. Having a comprehensive retirement plan with tax-smart investment strategies that provide tax-free income is vital. Remember, it’s not only what you make but what you keep!
Serving Federal Employees Nationwide
