Transition planning for disability retirement.

Finalizing your disability retirement requires making many decisions that can have long-term impacts your money, get a plan and make the right decisions for you.

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We’ll help you…

Make your income work

Let’s figure out exactly how much you need day-to-day and how to keep saving for the future.

Understanding your annuity

Working in the private sector

Avoiding income limits

Build a personalized plan

Looking at your unique situation helps us craft a plan to maximize the future and avoid costly mistakes.

Survivor annuity elections

Benefit offsets

Retirement planning

Invest for the future

Know where to invest to get the most out of your money and the ideal timeline to make it last.

Maximizing FERS & Social Security

TSP Planning

Investment strategy

“My advisor took a very stressful situation and helped me finally feel like I was on the right track and know what I needed to do to have the retirement I want.”

– Cindy P.
USPS Letter Carrier

Having a plan makes all the difference.

Don’t risk your retirement by making easily avoidable mistakes. Our advisors know your federal benefits and how to use them to get where you want to go.

The roadmap to success

Step 1

Talk to your advisor.

Step 2

Build a plan.

Step 3

Put Your Plan Into Action.

Step 4

Get guidance every step of the way.

FAQ

Why do I need a financial advisor if I have federal benefits?

Federal benefits are valuable but complex. A financial advisor can help you maximize your benefits and align them with your long-term goals.

What is Federal Disability Retirement
Federal Disability Retirement is a benefit in every career FERS employee’s benefits package. It is there to provide you with supplemental income and other benefits, should you become disabled.
Can you help advise on benefit elections?

Yes, whether it’s survivor annuity elections or FEGLI options, we help you look at your full financial picture and understand how each election option impacts you. 

How do I know if I’m on track for retirement?

Our advisors can assess your current situation and create a tailored retirement plan to ensure you’re on the right path.

Do I need to pay for an initial consultation?
No, your first consultation is complimentary. It’s an opportunity to learn how we can help you.
Can you help me with my TSP?
Yes! We’ll look at your current investments and investment opportunities to help you determine the best areas to safely grow your wealth.

Start your plan today.

You're one call away from financial peace-of-mind.