tsp planning
Clarity on your TSP: what it means today and how it impacts your retirement tomorrow.
understanding your federal benefits
what is the thrift savings plan (tsp)?
The Thrift Savings Plan is the retirement savings plan available to federal employees and members of the uniformed services in the United States similar to a private-sector 401(k). While the TSP is a powerful tool, many federal employees find themselves asking these important questions:
take charge
secure your financial future
We’ll help you understand all of your options and create a customized strategy based off your needs in retirement.
Identify your retirement goals
Strategize how to use your TSP
Get allocation recommendations
tsp funds
understand your investment options
The TSP offers several different funds, each designed to serve a unique role in your retirement savings. Knowing how they work is the first step toward building the right strategy for your situation.
You're a few steps away
take control of your retirement today
Schedule a 1-on-1 Consultation
Fill out our inquiry form to schedule a $350 discovery meeting with our team (Complimentary consultations available for those within 36 months of their retirement date). We will share a list of required documents prior to meeting to ensure you get the most out of your consultation.
Discuss Your Retirement Goals
In this initial consultation we will conduct an in-depth discussion of your benefits package, current situation, and future goals. Key topics covered during your discovery meeting include 'Retirement Net Pay', TSP planning, FERS survivor benefits & estate planning, maximizing social security, the best time to retire, financial milestones, and more.
Get a Personalized Retirement Plan
Join us for a second meeting where our team will present a detailed plan tailored to your goals, with actionable steps on how to prepare for retirement.