Educate

EDUCATE

Analyze

ANALYZE

Optimize

OPTIMIZE

OUR PROCESS IS UNIQUE

Our counselors specialize in federal employee benefits and will work with you to understand every aspect of your benefits package.

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OUR PROCESS IS UNIQUE

Our counselors specialize in federal employee benefits and will work with you to understand every aspect of your benefits package.

CLICK HERE

WE EDUCATE.

Our 20-minute counseling session will provide a basic understanding of the benefits offered on the federal platform using an educational guide designed to simplify the learning process.

WE ANALYZE.

Our counselors use a proprietary software program to create an individualized benefit analysis and future retirement projection for you. We’ll input your current information to develop a customized report illustrating various retirement ages:

• Projected pension payouts, including survivor benefit options

• Estimated Thrift Savings Plan values based on historical returns

• Social Security estimates

• FEGLI coverage and future cost analysis

Our process transforms a complicated and overwhelming benefits system into an easy to understand guide for optimizing the available options. You will clearly see how the decisions you make today will affect your future.

WE OPTIMIZE.

Our counselors will identify any inefficiencies in the employee’s current benefit elections and provide assistance in making any necessary adjustments. Our proprietary system is designed to integrate both federal and private sector benefit solutions to achieve the optimal plan for you given your unique set of challenges, resources, and goals.