All federal employees
Retirement Readiness Review
A comprehensive, top-to-bottom gap analysis of your federal benefits and retirement plan.
Overview
Our flagship review is a comprehensive, no-cost gap analysis that compares what your federal benefits provide against your retirement income goals. We look at your whole picture — pension, TSP, Social Security, insurance, and survivor protection — and identify gaps before they become costly surprises.
What We Review
- Your full benefits package across pension, TSP, Social Security, and insurance
- Projected retirement income versus your target lifestyle and spending
- Coverage gaps in insurance, survivor benefits, and long-term care
- A timeline of decisions you'll face leading up to and through retirement
Why It Matters
Federal benefits are generous but complex. A small missed election or delayed decision can reduce lifetime income by tens of thousands of dollars. [VERIFY] eligibility and timing details with your agency HR and current OPM guidance.
Your deliverable
A personalized gap analysis report outlining findings and recommended next steps.
How this service works
Every engagement follows the same simple four-step process — ending with a plan you can act on.
- 1
Book a free consultation
Schedule a 30–45 minute, no-cost conversation by phone, video, or in person.
- 2
Share your benefits information
Send your annuity estimate, TSP statement, and insurance details so we can review your full picture.
- 3
Receive your personalized analysis
We build your gap analysis report, identifying strengths and gaps in your current plan.
- 4
Review your retirement plan
We walk through your analysis together and outline clear, prioritized next steps.
Ready to see where your federal retirement stands?
Your free 30–45 minute consultation is a working session, not a sales pitch. Let's find the gaps before retirement finds them for you.
No cost · No obligation · Phone, video, or in person