Retirement Benefit Analysis
Federal benefits are complicated and change often, therefore, education Is imperative in constructing a secure retirement.
Our complimentary Federal Benefit Analysis is an extensive report that will help you understand your current benefits and how these benefits will change as you draw closer to retirement.
The report is an in-depth review of the following:
1. Federal Employee Health Benefit (FEHB
2. Federal Employee Group Life Ins. (FEGLI
3. Thrift Savings Plan (TSP)
4. Sources of retirement income ( FERS Pension, Social Security, Military)
5. Estate Planning
The report also provides ideas such as:
1. Reducing taxes
2. Reducing/eliminating unnecessary costs which can be redirected into your TSP.
3. Increasing portions of your retirement income as much as 60%.
4. Strategies to protect your assets.
5. Understanding your future retirement picture so that adjustments can be made to ensure a better result.
Request a complimentary benefits review
