Licensed fiduciaries provide complimentary one-on-one retirement planning exclusively for federal and state employees
Personalized guidance that picks up where seminars leave off
Determine the ideal length of time to work before you can retire with full benefits
Explore your Thrift Savings Plan options and strategies to maximize your account
Learn about tax-free retirement strategies to minimize taxes on your benefits
Calculate your expected income from FERS/CSRS and guaranteed income options
Find out if you qualify for the Special Retirement Supplement
Discover strategies to increase your take-home pay and protect against illness or injury
Get answers about Medicare enrollment and Social Security coordination
Understand your options for rolling over retirement accounts
Complete this brief form to schedule your one-on-one session with a licensed federal advisor
All advisors are licensed fiduciaries specializing in federal retirement benefits
We work directly in alliance with the Federal Employees Retirement System
One-on-one consultations tailored to your specific situation and goals
Completely free consultation with no pressure or obligation to proceed
All current federal and state employees are eligible for a free annual consultation, regardless of how close you are to retirement. This benefit is available whether you're just starting your career or nearing retirement age.
Yes, absolutely. Our licensed advisors volunteer their time to provide retirement planning and answer questions so that you don't need to pay unqualified third parties. There is no cost and no obligation.
This one-on-one consultation picks up where seminars leave off. While seminars provide general information, your consultation is tailored to your specific situation, allowing you to ask direct questions about your unique circumstances and retirement goals.
Have your questions ready about retirement timing, TSP options, income projections, or any other federal benefits topics. If possible, have access to your recent benefits statements, but this isn't required for your first consultation.
Most consultations take 15-30 minutes, depending on the complexity of your questions. We respect your time and focus on providing clear, actionable guidance efficiently.
You can easily reschedule from the confirmation email we send you. However, due to limited availability, we encourage you to reschedule as early as possible to secure another appointment time.
Take advantage of your free annual consultation before availability runs out
Claim Your Free Consultation NowSessions filling quickly • Limited spots available this quarter