FERS: FEDERAL RETIREMENT ANNUITY CALCULATIONS
- Calculate your benefits and project the best time for you to retire
THRIFT SAVINGS PLAN (TSP) CONSULTATION
- Analyze your fund investment mix, risk, strategies, distributions, and retirement goals
- Create your personal growth spreadsheet
INVESTMENT PORTFOLIO ANALYSIS
- Assist with your 401k and IRA retirement accounts, mutual fund, ETF, bond, stock selections, children’s college fund 529 accounts, and account transfers or roll overs
SOCIAL SECURITY CALCULATIONS
- Assist with making decisions regarding Social Security benefits
MEDICARE
- Assist with making decisions regarding Medicare and Medigap Plans
INVESTMENT WEBSITE NAVIGATION
- Assist navigating and educating you about your brokerage website
PUBLIC SPEAKING For audiences of 10 to 200. In person or virtual.
- Thrift Savings Plans
- Financial Literacy
- Financial Scams
FEE BASED SERVICES are quoted for FERS Retirement and TSP Consultations.
FERS Retirement Comprehensive Analysis with Customized Spreadsheet—$400
TSP Consultation with Customized Spreadsheet—$250
Other services and fees, please contact me for a quote.
I do not sell any products nor do I receive any commissions.