OUR PROCESS IS UNIQUE
Our counselors specialize in federal employee benefits and will work with you to understand every aspect of your benefits package.
We do the rest. Our mission is to provide you with a clear choice for your complex benefits package. Start planning today and let us answer your questions! Click below for our BENEFITS REVIEW FORM.
Our counselors specialize in federal employee benefits and will work with you to understand every aspect of your benefits package.CLICK HERE
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.
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.
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.
* ALL FIELDS ARE REQUIRED TO SUBMIT