Federal Employee Retirement Benefits
Maximize What You've Earned. Retire With Confidence.
WE HELP FEDERAL EMPLOYEES WITH:
Pension Calculations
Understand your FERS or CSRS annuity and eligibility.
TSP Strategy
Tax-efficient withdrawal planning for your Thrift Savings Plan.
FEGLI & Survivor Benefits
Evaluate and coordinate your FEGLI and spousal benefits.
Social Security & Medicare
Align your federal and public benefits for full coverage.
🎥 Federal Employee Benefits Video Series
Watch our advisors explain key parts of your Federal retirement benefits — from FERS pensions and TSP strategy to life insurance, taxes, and retirement checklists.
Learn how your FERS pension is calculated and how to project your retirement income.
Understand the Survivor Benefit option under FERS and how to decide if it’s right for you.
Learn who qualifies and how to maximize this unique benefit before Social Security.
Federal Employees’ Group Life Insurance (FEGLI) changes at and after retirement.
Proactive strategies to manage income, reduce taxes, and create a more efficient plan.
Learn the pros and cons of leaving money in your TSP or rolling it over.
Critical steps to set yourself up for long-term retirement success.
Key decisions and actions to avoid costly mistakes later.
Fine-tuning your benefit elections and investment allocation before retirement.
Final steps to take in your last year of Federal service for a smooth transition.
Step-by-step breakdown of Sections A, B, and C of your retirement application.
Guide through Section D covering survivor benefits and elections.
Explanation of Sections E, F, and G including health benefits and life insurance.
Learn how the TSP works and how to align it with your retirement goals.
Understand FEGLI coverage during your career and when to supplement.
▶️ Watch the Full Federal Retirement Ready Playlist on YouTube
âť“Frequently Asked Questions
Q: What’s the difference between FERS and CSRS?
A: FERS includes a smaller pension, Social Security, and the TSP. CSRS is an older system with a larger pension and no Social Security component.
Q: When should I start planning for retirement?
A: Ideally 5+ years before retirement. Earlier planning gives you more control and options.
Q: What happens to my TSP when I retire?
A: You can keep it invested, roll it over, or withdraw it—each option has tax and income considerations.
Q: Can I keep FEHB in retirement?
A: Yes, if you meet the eligibility requirements. We’ll guide you through that process.
Q: What is the ChFEBC® designation?
A: Chartered Federal Employee Benefits Consultant—advanced federal retirement training and credentialing.
đź‘Ą Meet With a Federal Benefits Specialist
Work with our ChFEBC®-designated advisor who specializes in federal retirement planning.
- One-on-one retirement consultation
- Custom Federal Benefits Report
🛡️ Why Federal Employees Choose Us
Advising federal employees.
Federal benefits expertise.
financial firm.