Level Up YOUR Knowledge and Apply It to YOUR Life
Download 5 Things to Know About the TSP
The Federal Employee Retirement System is a complicated maze. You probably have many questions that you need help answering. If you’re a Federal Government employee retiring in 5 years or less we can help. Retirement planning for Federal Employees is different than retirement planning for private sector employees.
What should you consider when planning for retirement?
How do you handle the changes to your income?
What happens when you retire before 62?
How will your benefits be taxed?
What do you do with your TSP?
We’d enjoy getting to know you. Send us an email to schedule a free initial consultation, or use the contact form at the bottom of this page to ask us your retirement questions.
How we can help
There are three legs to the federal retirement stool. Your Thrift Savings Plan, FERS annuity, and Social Security Benefits. Understanding how each leg works is important to maximizing your federal benefits, and succeeding in retirement.
Everyone needs insurance, but does your insurance meet your needs? What kind of life insurance do you need? We’ll help you understand your insurance needs and identify what works best for you.
Is your money in the right investments for you to reach your goals? Is your Thrift Savings Plan allocated for your specific circumstances? Is the TSP the best place to keep your money when you leave federal service? Are your returns commensurate with your risk?
You may not realize it, but estate planning is for the ones you love. What happens if you become incapacitated? Will your assets go to the people you want them to?
Do you know how taxes are effecting your retirement and investments now, and how they’ll affect you in the future? Would you like to keep more of the money you earn, and lower your tax bill at the same time? What effect will taxes have on your retirement?
If you’re retiring, getting married, buying a home, having a child, or trying to figure out how to pay for college or student loans we have insight that can help. How will these things affect your life?
We Invite You to Connect.
Please use the form below to contact us regarding your financial questions.