FedBenRetire210-660-4040Book a free reviewTalk to a counselor.
Tell us what you need and we'll call you back within one business day.
What happens next
A counselor reads it first
Your answers decide who takes the meeting. Special provision cases go to a counselor who handles them, and a packet in progress goes to whoever can move it fastest.
We call you back, then ask for your documents
Within one business day, on the number and at the time you gave us. Then your LES or SF 50, Social Security statement and TSP statement, so we work from your real numbers.
We sit down together
Annuity, TSP allocation, health coverage and survivor elections, walked through with your numbers. Nothing is sold in that meeting.
Want to read up first?
Plain-language guides to FERS, CSRS and CSRS Offset, the Thrift Savings Plan, and the special provision rules for law enforcement and firefighters.
Read the benefit guidesAsking on behalf of a team?
Agencies bring us in on-site, online or hybrid. Tell us the group and the timeframe and we will come back with a plan and a quote.
Request a group trainingWhat to expect
What does the review cost?
Nothing to the employee, and nothing is sold in the meeting.
What happens after I submit the form?
A counselor reads your answers first, and they decide who takes the meeting. Special provision cases go to a counselor who handles them, and a packet already in progress goes to whoever can move it fastest. Then we call you back within one business day, on the number and at the time you gave us.
What do I need to bring?
A recent leave and earnings statement or SF 50, your Social Security statement, your TSP statement or login, and any other retirement account or financial documents that may be pertinent. Bring your spouse if you have one, since the survivor election affects you both.
What do we actually go through?
Your annuity, your TSP allocation, your health coverage and your survivor elections, walked through with your numbers.
Can we meet online?
Yes. In person in San Antonio and Garden Ridge, or online anywhere.
Do you work with spouses and former federal employees?
Yes, along with current employees under FERS, CSRS, CSRS Offset and the special provisions. If you are not a federal employee, we are not the right firm and we will say so.
Still have a question? A counselor will answer it against your own record. Request a free review or call 210-660-4040.