who we serve

Federal Employees

Retirement Planning For Federal Employees

Retirement planning is complex enough; our murky Federal Benefits systems only make things worse. Missing even the smallest detail can lead to permanent reductions in your pension, interruptions or fluctuations in your retirement income, and tax burdens you didn’t see coming.

Understanding your service history, tax situation, and personal priorities is necessary if you want to avoid these pitfalls and maximize your income in your retirement years.

how we help

Get More Out of Your Federal Retirement

From pensions to health coverage, we’ll help you make smarter decisions and avoid costly retirement missteps. We’ll show you how you can:

Increase Your FERS Pension Value

We’ll help you avoid costly mistakes while growing your pension at the same time.

Pay the Least Amount of Taxes on TSP Withdrawals

With the right strategy, you may even be eligible to withdraw completely tax-free.

Get the Most from Social Security

Don’t lose up to 54% of your Social Security benefit potential. Get the full value of your benefits for life.

Keep Your FEHB Coverage in Retirement

Ensure you’re eligible for continued Federal Employees Health Benefits coverage into retirement.

Coordinate FEHB with Medicare for Max Savings

Avoid overpaying for duplicate coverage and pay the least for the coverage you need.

Weigh FEGLI Life Insurance Against Other Options

Find cost-effective alternatives to FEGLI that come with their own financial benefits.

Avoid Early Retirement Penalties

Avoid the penalties targeting early retirees and prevent unwanted pension reductions.

Understand Survivor Benefits & Protect Your Family

Secure your financial legacy so your loved ones are taken care of after you’re gone.

The Flexmethod®

Many of our federal clients use the Flexmethod to turn their available benefits into reliable, tax-advantaged income, without sacrificing control.

Outcomes Tailored To You

Making the most of your Federal Benefits depends on your specific circumstances and goals. Book a no-obligation meeting with us today, so we can help you create the retirement plan that’s right for you.