Get The Right Financial Plan For You & Your Future

Financial goals aren't achieved overnight. Take this 3 minute quiz to help our federal employee benefits specialist put together the right plan for you.

How Can We Help?

Select All That Apply

Federal Retirement Package Counseling

Thrift Savings Plans

Civil Service Retirement System

Federal Employee Group Life Insurance

Military Service Buy Back

TSP Withdrawal Options

Survivor Benefit Options

FERS Pension Maximization

Windfall Elimination Provision

Optimize Social Security

How many years of creditable service do you have?

Years of service for which CSRS/FERS contributions were funded and therefore creditable for the computation of your pension.

Less than 5 years

5-10 Years

10-20 Years

20-30 Years

30+ Years

Do you know when you can retire without penalty?

This is called your MRA or Minimum Retirement Age. MRA applies to all regular government employees and is based on a couple of factors: Your age and years of creditable service.

Yes

No

Not Sure

Have you made a deposit for your military service time?

If you have military service time and are not receiving a military pension, a deposit or purchase can be made to increase your federal pension (Annuity).

Yes

No

N/A

Not Sure

Have you prepared for your interim-pay period immediately following retirement?

The interim-pay period starts immediately following separation and applies to all federal employees. During this time, you’ll receive a small portion of your estimated pension/annuity payment.

Yes

No

Not Sure

Are you eligible for a special retirement supplement?

If you are an employee with at least 20 years of service you might be eligible for FERS special retirement supplement equal to $400 - $1500 per month.

Yes

No

Is your TSP account balance distributed between the various funds, based on your individual retirement time horizon?

The closer you are to retirement (5-10 years), the more important it is to consider the impact of risk (market volatility) on your TSP account balance.

Yes

No

Do you know what role your unused annual leave plays at separation?

At retirement, employees are entitled to a lump sum payment for annual leave credited to their accounts, which includes your carry-over balance.

Yes

No

Do you have a pre-retirement debt reduction plan?

Managing your monthly expenses and debt before you retire is crucial! Minimize your debt and reduce the money going out while you still can.

Yes

No

Please Enter Your Zip Code

Are you a current or a previously employed Federal employee?

Yes

No

Please Confirm Your Contact Information:

In order to complete your quote, we will need to reach out to confirm your information

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