Discover how your federal pension, Social Security, TSP, and other benefits may work together — and where your retirement strategy might need attention.
Complimentary · Educational · No obligation
Being eligible to retire and having the income you want in retirement are two different questions. These are the areas we walk through together.
How your FERS pension, Social Security and TSP may combine — and whether that matches the monthly income you expect to need.
How FEGLI coverage and its cost can change at retirement, depending on the election you make, and what that may mean for the people who rely on you.
How taxes on pension income and TSP withdrawals may affect what you actually keep, and where Roth and other strategies may add flexibility.
A one-on-one conversation focused on your benefits, your timeline and your goals. You leave with a clearer picture, whether or not you take any next step.
Tip: having a recent Leave and Earnings Statement handy helps make the conversation specific to you.
No obligation. Your information is kept private and used according to our Privacy Policy.
After you submit, a member of our scheduling team will contact you to help arrange your appointment.
Seven short chapters on your FERS pension, Social Security, TSP, FEGLI, Roth strategies and taxes — plus a retirement readiness checklist and reflection questions.
We help federal employees understand their benefits before they retire. Our approach is education first: look at the whole picture, find the gaps, then talk about options only if they fit.
We are a private company, not a government agency.
Richard Smith is a federal benefits educator who helps federal employees understand how their FERS pension, Social Security, Thrift Savings Plan and FEGLI coverage fit together before they retire.
Yes. The review is complimentary and educational, and there is no obligation to buy anything.
No. We are a private company and are not affiliated with or endorsed by OPM, USPS or any federal agency.
Your complimentary Federal Benefits Review will be conducted by a licensed professional who can help you better understand your FERS pension, Thrift Savings Plan (TSP), FEGLI coverage, and retirement options.
No. You can request your review anytime. The video is there if you'd like some background first.
A recent Leave and Earnings Statement and a rough retirement date are helpful, but not required.
To contact you, schedule and confirm your review, send reminders, and provide the review you requested. We do not sell your information or share it with third parties for their marketing purposes. See our Privacy Policy.