Serving Federal Employees Nationwide

Call Us Today at 727.935.2421

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Financial Services
Our Team
Attend an Event
Media
Friends & Family
Schedule a Meeting

Get Your Federal Employee Benefits Evaluation

Financial Services
Our Team
Attend an Event
Media
Friends & Family
Schedule a Meeting

Financial Services
Our Team
Attend an Event
Media
Friends & Family
Schedule a Meeting

Call Us Today at 727.935.2421

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Meet with Federal Retirement Experts

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3 Easy Steps

Use the form below to schedule a meeting with us. During this meeting, we’ll ask you about your time in service and gather facts that will help us create a comprehensive Federal Employee Benefit Analysis.

Using the Federal Employee Benefit Analysis, we will examine your current financial status, including TSP contributions, to determine your full retirement income from all sources and determine your retirement needs.

We provide you with a custom strategy from the Federal Employee Benefit Analysis that is designed to help you achieve your unique retirement goals.

Federal Employee Benefits Evaluation

Do you know when you will be eligible to retire?*
- Yes
- No
Do you understand how to read all the codes on your pay stub?*
- Yes
- No
Do you know how to calculate your expected monthly retirement income?*
- Yes
- No
Do you know the maximum annual contribution to the thrift savings plan (TSP)?*
- Yes
- No
Do you know the monthly cost of the survivor's annuity?*
- Yes
- No
Are you aware of the in-service withdrawal options through TSP?*
- Yes
- No
Do you know what percentage of your retirement annuity you or your spouse will receive?*
- Yes
- No
Do you know how to receive up to a 10 percent bonus on ALL of your TSP funds?*
- Yes
- No
Do you know what the annual cost of Federal Employees’ Group Life Insurance (FEGLI) will be at retirement?*
- Yes
- No
Are you interested in learning how to obtain a tax-free income in retirement?*
- Yes
- No
Do you have plans to participate in the Federal Long-Term Care Insurance Program (FLTCIP)?*
- Yes
- No
What particular topic is of most interest to you?
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727.935.2421

3152 Little Road, Suite 144
Trinity, FL 34655

Contact Us

Phone: 727.935.2421
Email: info@FederalRetirementExperts.com

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Serving Federal Employees nationwide

3152 Little Road, Suite 144

Trinity, FL 34655

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We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.