Call us: (800) 476-4713

Confidential Benefits Analysis

Request your COMPLIMENTARY Computerized Benefits Analysis which includes a comprehensive 40 page report detailing each one of your benefits and how you might achieve its maximum potential so you can retire well. Bear in mind, the choices we make today may affect us for decades into the future.

We will assess all of the following benefits:

  • CSRS/FERS Retirement Annuity
  • Thrift Savings Plan (TSP)
  • Social Security/FERS Supplement
  • Survivor Benefit Plan (SBP)
  • Federal Health Benefits (FEHB)
  • Group Life Insurance (FEGLI)
  • Long Term Care Insurance (FLTCIP)

 

Using our proprietary software, our trained counselors will provide a confidential One-on-One Benefits Assessment that includes a computerized analysis and comprehensive report detailing each one of your benefits and how you might achieve its maximum potential.

We will assist you in determining:

  • Optimum Retirement Age
  • TSP’s best Distribution Strategies
  • Cost Benefit Analysis (SBP/FEGLI)
  • Pension Maximization
  • Coordination of Benefits
  • How to achieve “Parity”

 

form2_doctor[ninja_forms id=22]