Retiring from Federal Service?
We help federal workers navigate the complex world of pensions, benefits, and retirement income planning so you can retire with confidence.
Federal Retirement Planning Is a Different Ballgame
If you’re like most of our federal clients, you’ve spent decades serving your country. Now you’re trying to figure out what comes next.
But between FERS, CSRS, TSP withdrawals, FEHB options, and Social Security, retiring from federal service is anything but simple.
You Need Someone Who Knows the System Inside and Out
We work specifically with federal employees 5–10 years from retirement and want to understand every option available to them.
Whether you are reevaluating early retirement or simply want to optimize your plan, we’re here to walk you through every step.
We provide personalized retirement planning support around:
The Details That Matter Most
Your FERS or CSRS pension — including survivor benefits and annuity calculations
TSP withdrawal strategies — when, how, and whether to roll over
Social Security planning — how your federal service impacts timing and benefits
FEHB and healthcare options
— before and after retirement
Cash flow and income strategy for retirement
Transition planning if you're offered early retirement or are changing agencies
Thorough benefit evaluations, including unused sick leave, military service credits, and more
Federal Retirement Planning, Simplified
Everything you need to understand about incorporating your benefits into your overall financial plan.
Retiring from a federal job comes with a unique set of decisions. We help you evaluate your options and build a retirement income plan with confidence.
We work with clients who:
Are currently transitioning or are within 5–10 years of retiring from government service
Want a clear understanding of how their FERS or CSRS pension options fit into their retirement picture
Need experienced help managing an investment strategy designed for sustainable, lifetime income
Are looking to build a detailed retirement income worksheet to coordinate pensions, TSP, and Social Security
Want guidance on Social Security timing, TSP withdrawal strategies, and healthcare benefits after retirement
Need help making smart, irreversible decisions about valuable federal benefits like FEHB, FERS supplements, and survivor options
Are considering early retirement offers, buyouts, or career transitions
Prefer working with a transparent, independent advisor.
Want to retire with clarity, confidence, and a real plan
We’ve Helped Federal Employees Across the Country
Our clients are thoughtful, discerning, and looking for qualified guidance.
We're based in Northern Virginia and we work with clients all over the U.S., especially those serving at Federal Agencies.
Just Practical Advice
If you’re starting to think seriously about retiring, now is the time to start planning.
