How It Works
Four steps from questions to a plan
No jargon, no pressure — just a clear process that ends with a deliverable you can act on.
Book a free consultation
Schedule a 30–45 minute, no-cost conversation by phone, video, or in person.
Share your benefits information
Send your annuity estimate, TSP statement, and insurance details so we can review your full picture.
Receive your personalized analysis
We build your gap analysis report, identifying strengths and gaps in your current plan.
Review your retirement plan
We walk through your analysis together and outline clear, prioritized next steps.
Your deliverable
You'll receive a personalized gap analysis report that shows where your federal benefits plan is strong and where it has gaps — with clear, prioritized next steps.
What to prepare
Don't worry if you don't have everything — we can help you request it from your agency.
Your most recent Retirement Annuity Estimate
Your latest TSP statement
Your most recent Social Security statement
FEHB / FEGLI enrollment information
One free conversation can change your retirement
30–45 minutes, no cost, no obligation. Let's find your gaps together.
No cost · No obligation · Phone, video, or in person