FREE Fiduciary Retirement Assessment

Our Fiduciary Retirement Assessment Report can provide Federal Employees substantial detailed information about their personal benefits scenario. This report is compiled using information that we gather from you. We then generate a personalized report that outlines all the various components of your Federal Retirement Benefits:

  • CSRS/FERS Annuity
  • Survivor Benefits
  • Federal & State Taxes
  • Social Security Supplement
  • FEGLI – Federal Employee Group Life Insurance
  • FEHB – Federal Employees Health Benefits
  • FLTCIP – Federal Long Term Care Insurance Program
  • TSP – Thrift Savings Plan
  • Eligibility and Service
benefits analysis

Click on the Request button to have us contact you about a Free Fiduciary Retirement Assessment

We use a two meeting process to gather your information (meeting #1), create your report using our Fiduciary Retirement Assessment process and then sit down with you to walk through all the details of your report (meeting #2). We will spend as much time with you as necessary to address any complicated aspects of your benefits and make sure you understand everything in your report.

Request Free Fiduciary Retirement Assessment