Take Control of Your Retirement
Imagine completely understanding your government retirement benefits. We know how complex your benefits package is, but that’s where we come in.
We are here to help educate and provide clarity on one of life’s biggest milestones, your retirement from the Federal Government.
Our process makes sure you check every box in preparation for retirement including survivor benefits, health benefits, your TSP in retirement and everything in between.
Retirement Planning
How do you envision your retirement? Maybe it’s taking that bucket list trip or spending more time with your grandchildren or finally learning how to play that one instrument. Whatever it is, it’s time to start planning for the life you want in retirement.
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TSP Planning
What are my options in retirement for the Thrift Savings Plan (TSP)? It’s important you understand what’s best for your finances.
FEGLI Replacement
Replacing your FEGLI policy with another term life insurance can potentially save thousands of dollars, which begs the question: How much could YOU be saving? Make sure you understand the cost increase the older you get and the financial impact it could have on your finances.
TSP Funds
How much do you know about the Thrift Savings Plan (TSP) funds? Each fund is unique and serves a distinct purpose to your TSP. It’s important you understand all aspects of the TSP so you can give yourself the best chance of maximizing your retirement.
Live Workshops
With a particularly complex benefits system, it can be difficult for federal employees to feel confident heading into retirement. Ultimately, it’s your responsibility to prepare for retirement – do research, speak with an advisor, attend workshops, etc. – and we’re here to be your trusted resource.
TAKE CONTROL OF YOUR RETIREMENT TODAY
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Our support team
16430 N Scottsdale Rd Suite
110 Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday