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Final Steps Consultation - Past Clients

Finalize your retirement benefits. This is for past clients only.

  • 1 hour
  • 600 US dollars
  • Virtual Meeting

Service Description

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.

Contact Details

12008 Longview Lake Circle, Bradenton, FL 34211, USA

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