What’s all included with a Retirement Review?

During your Federal Retirement Review, we will discuss most of the codes on your paycheck, perform a Pension Annuity Computation, conduct a FEGLI Analysis, review Social Security Benefits, Pension Maximization, TSP Rollover options, and discuss the Military Buy Back option if applicable.

What branches of the Federal Government do you help the Employees?

We assist employees from most branches of the Federal Government, including the United States Postal Service, Department of Defense, Social Security Administration, Federal Aviation Administration, Department of Agriculture, Border Patrol Agents, Department of Homeland Security, Veterans Administration, Internal Revenue Service, Police Officers, and Firefighters.

If I have another 5 to 10 years to go, should I have a Federal Retirement Review?

Yes! Our Retirement Review will help you plan for a better and more solid retirement. We will create a plan of action and assist you in executing it for long-term benefits.

Do you charge a fee to do a complete retirement review with us?

No, we do not charge a fee for a complete Federal Retirement Review. It is completely free and typically takes about 1 to 1.5 hours to complete, requiring only your time.

What do I need to have to do a complete Federal Retirement Review?

For a complete and accurate Federal Retirement Review, you will need the following: a recent paystub, a copy of your recent Social Security Benefits letter or an account at www.ssa.gov, a copy of your recent TSP statement, and the approximate Service Computation Date or the date you went full-time.

Videos - My Federal Retirement Help

What We Do & Our Federal Retirement Videos

During your Federal Retirement Review, you will know your pension calculation to know what you will be getting for your pension. We will also go over survivor benefits and calculate the costs to see if that is an option to take. One further step is we will try to maximize income utilizing your thrift savings plan. In some cases we have clients delay Social Security for a few years to maximize that income as well. We are your one stop Full Retirement Assistance Consultants.

Federal Employee Retirement Planning

This video is to help explain the what the “401k” Federal Savings Plan wants or suggest Federal Employees do with their “401k” Federal Savings Plan , but we let them know their are better alternative choices than an Immediate Annuity.. We use Indexed Annuities which give you Upside potential, never any risk, and safety of principal. See the video below this one.

Retirement Benefits

This video is for everyone (all ages) . . .it will explain the fundamental values of annuities, as well as the differences between types of annuities, with emphasis on safety and security.

Saving For Your Retirement

This video is for people with retirement savings in mutual funds, stocks, bonds, or various “401k” Federal Savings Plan Funds who do not want responsibility for investment risk or money management decisions.

Safe Money Retirement Contracts

One of the best retirement videos that you shouldn’t miss. This video is for anyone who questions the safety of their money in any type of life insurance or annuity contract . . . explains why insurance contracts are safe for their money.

Meet Frank New

Recently retired, but is still able to enjoy life to the fullest because of his indexed annuities. He thought he might have to still keep working part time, but has not.

Meet David Feeder

A recently retired engineer. He talks about shifting his money from risk to safety for his retirement nest egg.

Meet Louise Bridges.

A retired person who has bought an indexed annuity, to make sure she never runs out of money in retirement. Here is her story.

The TSP Rollover Process

This video to for any Federal employee who is 59 1/2 or older showing you what you can do with your “401k” Federal Savings Plan to help benefit you more into your retirement years.

Videos