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Transforming Government Service

Into the Retirement You've Earned

Clarify Your Path to Retirement

When it comes to closing the door on your career, most people have questions about what that looks like. How do you transition financially? What happens when your regular paycheck stops? How do you provide for yourself and your family? Federal employees have unique considerations to take into account. At Federal Benefits Retirement Group, we are here to walk you through the entire process, step by step.

Our Process

Step 1

Retirement Review

During this one-hour meeting, you’ll learn how your retirement income compares to your current income, how much your health insurance will cost in retirement, and the best date for you to retire—whether it’s in five weeks or five years.

Schedule Your Retirement Review

Step 2

Retirement Roadmap

Within twenty-four hours of your review, we’ll email your customized report of recommendations and a weekly checklist to guide you through every step of the process. We will also help you develop long-term strategies for paying off debt, managing your money, and budgeting.

Step 3

Join Our WellFed Community

You can opt into our program designed specifically for federal employees and retirees, offering exclusive access to free workshops and other resources for financial, mental, and physical wellness.

Experience an Ongoing Relationship

To Secure Your Financial Peace

Not only do we help our clients create a roadmap for retirement, but we plan for all aspects of their financial lives. Whether that means referring you to a CPA or to an estate attorney to decide about life insurance, we provide comprehensive planning service to all our clients.

Take the First Step

Schedule Your Retirement Review