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Typically this single topic appointments are charged a $600 flat fee and include a review of the case and we provide up to a one-hour telephone consultation. Clients will be provided with an estimate of additional services, if necessary, with the contract for service. Health Insurance and/or Medicare: This is a Medicare consultation to assist employees who are retiring and are over age 65 or for retirees becoming eligible for Medicare. This consultation will also address concerns of individuals already enrolled or those who would like to discuss their current health insurance without Medicare.

This is designed for employees who have already had a full pre-retirement consultation with one of our subject matter experts within the past three years. This consultation would be scheduled within one year of your retirement date. We can include any or all of the following topics: Retirement Estimate: We will review your agency-prepared retirement estimate for your planned retirement date. Continuation of Insurance: We will answer your last-minute questions regarding transitioning your insurance coverage into retirement. Checklist and Timeline: Every "Final Steps" client will receive a personalized checklist/timeline so that you know what to expect and when to expect it! We will also let you know what to do when things don't go as planned. Social Security and TSP: If you decide to file for these benefits when you separate for retirement under CSRS or FERS, we will be there to answer your questions as you prepare to file online to receive these valuable benefits. Forms Assistance: We can double-check your retirement applications to be sure that you have completed them accurately and that you include the necessary documentation. There are important elections to be made on the applications and we can help you sort out the pros and cons of your decisions.

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*Please note, this service is only available to spouses/partners in the same household AND both are Federal Employees. This is a retirement planning event created especially for your individual & household needs and will address your specific questions and concerns. We welcome and encourage your spouse to participate in your counseling session, however, if your spouse is also a federal employee, we can provide a joint counseling session for only 50% more. Your specialist will conduct a thorough review of both service histories, retirement benefits and insurance prior to your consultation so that they will be prepared to answer your questions and provide useful information. We will strive to be sure that you receive the most accurate and complete retirement planning information. These appointments will address multiple topics including CSRS, CSRS Offset or FERS, Social Security, Thrift Savings Plan and federal insurance benefits. Our subject matter experts will analyze and calculate your retirement scenario(s) and provide recommendations for you to be well prepared for a smooth transition from employee to annuitant. Our experts have experience assisting employees covered under special retirement provisions for law enforcement officers, firefighters, air traffic controllers, Foreign Service Officers, intelligence operatives with the CIA, and other special groups.

Mid-Career: Staying on Track: Take care of the things you need to do now to ensure you get the retirement that you deserve. Retirement planning can’t wait until the day before retirement, it is ongoing and may require your attention throughout your career. This consultation will cover the pre-retirement topics from the viewpoint of an employee who is five or more years away from their retirement date. Mid-Career, Leaving the Government: Before deciding to resign from federal service, consider the value of your retirement benefits, including FERS and TSP, along with the ability to maintain lifetime insurance benefits.

New Employee Retirement Overview: Are you new to federal employment? Here’s an opportunity to ask questions about your retirement benefits and understand what it takes to retire from federal employment. During this consultation, all of the pre-retirement topics will be covered from the viewpoint of a new hire who has many choices ahead that may be affected by the knowledge and education that you will gain from our experienced subject matter experts. You don’t know what you don’t know!

This is a retirement planning event created especially for your individual needs and will address your specific questions and concerns. Your specialist will conduct a thorough review of your service history, retirement benefits and insurance prior to your consultation so that they will be prepared to answer your questions and provide useful information. We will strive to be sure that you receive the most accurate and complete retirement planning information. These appointments will address multiple topics including CSRS, CSRS Offset or FERS, Social Security, Thrift Savings Plan and federal insurance benefits. Our subject matter experts will analyze and calculate your retirement scenario(s) and provide recommendations for you to be well prepared for a smooth transition from employee to annuitant. Our experts have experience assisting employees covered under special retirement provisions for law enforcement officers, firefighters, air traffic controllers, Foreign Service Officers, intelligence operatives with the CIA, and other special groups. Breakdown of your consultation: Prior to our virtual meeting, Retire Federal will gather documents so that our specials will have time to review and analyze your questions, service history and prepare for the consultation to answer your questions and also the questions your didn't know to ask. You will receive a 2 hour after they have spent time analyzing your case. You will also have access to Retire Federal for 30 days after your consultation for further assistance regarding the topics we discussed.

Typically these appointments are charged a $600 flat fee and include a review of the case and we provide up to a one-hour telephone consultation. Clients will be provided with an estimate of additional services, if necessary, with the service contract. Health Insurance and/or Medicare: This is a Medicare consultation to assist employees who are retiring and are over age 65 or for retirees becoming eligible for Medicare. This consultation will also address concerns of individuals already enrolled or those who would like to discuss their current health insurance without Medicare. CSRS Offset: Assistance understanding the impact of CSRS Offset on your retirement and spousal benefits. Surviving spouses: Assistance for surviving spouses to help you understand the changes to your benefits such as owning a Beneficiary Participant TSP account or changing to self-only health insurance coverage. We can address any other concerns related to the retirement and insurance benefits of the surviving spouse of a deceased federal employee or annuitant. Retirement application review: Review of your completed retirement application (CSRS or FERS / FEGLI) includes up to a one-hour telephone consultation to answer your questions. The applications to retire look deceptively simple, but once you start to fill them out, you may have questions. It is important to get it right the first time, to avoid delays in processing your retirement benefits. This is only a review of your application with a general discussion for employees who already have a complete understanding of their retirement benefits. Otherwise, consider a pre-retirement comprehensive consultation as explained above. Any single topic of your choice