Initial Consultation

The first step to establishing a solid retirement plan is the initial consultation. This is a two step process including two meetings. During your first consultation, you can expect an in-depth discussion of your benefits package, current situation, future goals, as well as a review of the following topics to name a few.

TSP Planning
“Retirement Net Pay”
Insurance – FEGLI
FERS Survivor Benefits & Estate Planning
Maximizing Social Security
Best time to retire
Financial Milestones
Life Events
& More

Once we have a clear idea of your philosophy and your needs, we will work behind the scenes to create a detailed retirement report and TSP planning based on goals you share with us. During the second consultation we will review the personalized retirement plan and provide you with action items to get your financial house in order and ready for retirement.

Consultation Prep

Pursuant to scheduling your consultation you will be provided a list of documents that will be required of you to provide prior to your meeting. Our goal is to provide a comprehensive and thorough discussion that allows you to take full advantage of your consult and provide us with necessary information to hit the ground running.

Consultation Fee

Our consultation fee is $350. While some offer complimentary consultations, we believe that the value you will receive from our initial meeting will far exceed the fee. If, after we meet, you don’t believe we have earned your $350 fee, we will refund it immediately — no questions asked, and no hard feelings.

We are proud to offer a 50% discount to active duty and retired military, law enforcement and firefighters.

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

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.