Maximizing your Federal Employee Benefits. Confirming when the most optimal time for you to to retire. The retirement process and the your timeline with human resources and office of personnel management.
Creating your estate plan based on your rules values and principles. Gathering your estate planning documents with our legal experts. Putting together your estate planning team. Reviewing your estate plan for changes within your family dynamics
Reviewing your FEGLI and private life insurance and FEHB health insurance plan. Long Care Term planning to prevent your assets from depleting.
Going over your retirement income from your FERS pension, Social Security, or Thrift Savings Plan or other outside income and investments, to insure you do not run out of money at retirement. You will know the most optimal time you are able to maximize your social security benefit. Possibly having to use your Tsp or other investments to supplement your income income
Investment management to make sure your Tsp or other outside investments are performing based on what you are looking to get accomplished. How to withdraw money from your Savings Plan and how to protect and grow your Thrift Savings Plan simultaneously.
Tax planning is essential in growing your net worth. We keep our relationships up to date on changing tax laws, new tax deductions and tax credits. You will also tax plan through out the year to make sure we are filling you are filling your tax returns properly. And give recommendations on Roth IRA conversations.