Individual Pre-Retirement Consultation

Comprehensive consultation for clients getting ready to retire.

  • 2 hours
  • 1,000 US dollars
  • Virtual Meeting

Service Description

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.


Contact Details

karen@retirefederal.com