Initial Consultation

The journey to a solid retirement plan begins with our initial consultation, which consists of two comprehensive meetings. In the first meeting, we will conduct an in-depth discussion of your benefits package, current situation, and future goals. Key topics we will cover include:

Step 1: Discovery Meeting

“Retirement Net Pay”

TSP Planning

Insurance – FEGLI

FERS Survivor Benefits & Estate Planning

Maximizing Social Security

Best Time to Retire

Financial Milestones

Life Events& More

This thorough review helps us understand your philosophy and needs.

Step 2: Personalized Retirement Plan

After gathering all necessary information, our team will work behind the scenes to create a detailed retirement report and TSP plan tailored to your goals. During the second meeting, we will present your personalized retirement plan and provide actionable steps to organize your financial house and prepare for retirement.

Consultation Preparation

Prior to scheduling your consultation, we will provide a list of required documents. This ensures a comprehensive discussion and allows us to offer the most valuable advice during your consultation.

Consultation Fee

Our consultation fee is $350. While some offer complimentary consultations, we believe the value of our initial meeting far exceeds this fee. If you don’t feel we have earned your $350, we will refund it immediately—no questions asked, no hard feelings.

Complimentary consultations are available for those within 12 months of their retirement date.

Experience the difference of a well-planned retirement with us. Schedule your consultation today!

To schedule online, please use the links below to view times and dates available or give us a call at 877-619-8001. Please contact out office for appointments at our satellite offices in Flagstaff, Tucson & Las Vegas.