Schedule a Meeting
Financial Security Throughout Your Retirement

During your complimentary one-on-one meeting, we will discuss your FERS/CSRS benefits, plus the Thrift Savings Plan (TSP), Federal Employee Group Life Insurance (FEGLI) and other related benefits. Our goal is to help you achieve a level of financial security that lasts a lifetime by discussing ways to:

  • Increase your monthly income no matter how long you live
  • Maximize your savings
  • Reduce your FEGLI premiums
  • Minimize risk
  • Manage any savings other than your TSP account

Complete the form below to request a complimentary one-on-one meeting. Once it is processed, we will contact you by phone or email to discuss the next step.

The Federal Employees Benefit Educators Process

Grow

Prepare for retirement by putting your hard-earned assets to work.

Preserve

Protect the assets that can help you live the retirement you’ve always imagined.

Give

Provide for the people and causes you care about the most.

We can also refer you to professionals who provide the following services:
Trusts  |  Probate |  Charitable Giving |  Estate Planning |  Tax Planning |  Wealth Management |  Investments