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.

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.

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.