secure your retirement
Plan for a worry-free retirement with guaranteed income streams from Federal Employee Retirement System and Social Security.
grow your wealth safely
Build your wealth with Thrift Savings Plan & Pension Maximization, ensuring upside potential without the risk of loss.
protect your legacy
Safeguard your family’s future through proper analysis on your retirement income gap & risk exposure.
Financial Services
A comprehensive evaluation of your Federal Employees Retirement System benefits, including your Basic Benefit Plan, Social Security eligibility, and survivor/disability provisions. We help you understand exactly what you’ve earned, key milestones ahead, and how to maximize your annuity at retirement.
An assessment of the financial risks facing federal employees — from gaps in FEGLI life insurance coverage and FEDVIP dental/vision needs, to long-term care exposure and income vulnerabilities. We identify where you may be underprotected and help align your coverage with your actual needs.
A side-by-side comparison of your projected retirement income — FERS annuity, Social Security, and TSP distributions — against your anticipated expenses in retirement. We identify any shortfall between what you’ll have and what you’ll need, and build a strategy to close the gap before you separate from service.
Trusted Expertise in Financial Planning
At Knollwood Management Group, our credentials reflect our commitment to excellence. Officially certified as a Federal Retirement Consultant, we deliver guidance and resources you need to ensure your future.
