You’re scheduled!
Thank you for scheduling a time to chat. We’re excited! Read below for more details on what to expect.
What to expect…
1
Consultation via Zoom
Click the zoom link in your email and we’ll hop on a call to discuss your needs and current situation. Please take some time to collect this information before your call.
- Your TSP balance and fund
- Any debt and associated interest rates
- Any life insurance policies
- Your income sources
- Any investments
If you have a spouse, please bring the same information for them.
2
Build a personalized plan
Looking at your unique situation helps us craft a plan to maximize the future and avoid costly mistakes.
3
Have Peace of Mind
Having a plan will help you know if you’re on the right path and what you need to do to create the future you want.
“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
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
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.