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Retirement Readiness Review

Knowing about your retirement and understanding your retirement are two different things.

We’ll help you understand how your pension, TSP, insurance, Social Security, Medicare, taxes, and survivor options work together before you make decisions that can affect you for decades. View all your income and benefits on one page.

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A Clear Picture of Your Retirement.

Retirement planning shouldn’t leave you with more questions than answers. We explain your options in plain language and help you understand how every decision fits into your overall retirement plan.

Explore Our Process
We pull together your pension estimate, TSP, insurance, and survivor elections, so nothing important is left out of the conversation.
No jargon and no rushing. We translate the rules into terms that make sense, and we answer every question along the way.
If a deadline or a gap could affect you, we point it out early, while there is still time to do something about it.
Your review becomes the foundation of your plan. From there, every next step is grounded in what you actually have.

Do You Know What Your FEHB Is Worth?

Health coverage, life insurance, survivor options, your federal benefits hold real value most people never tally up. We’ll walk through each one with you in plain terms.

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The Role of Retirement Readiness in Creating a Stronger Financial Plan

Federal benefits are valuable and complicated, and small details carry real weight. A review helps you understand what you have before you make decisions that are hard to undo.
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You Cannot Plan What You Cannot See

Most federal employees have benefits scattered across multiple systems and statements: your HR portals, TSP, BeneFeds, and SSA. A review brings everything into one place so you can finally see the whole picture.
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Some Choices Have Deadlines

A few federal benefits, like carrying health coverage into retirement, depend on steps taken years ahead. Knowing the rules early keeps your options open.
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Mistakes Are Costly

Federal retirement decisions are often permanent. A careful review catches gaps and missteps while there is still time to correct them.
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It Sets the Foundation

Every other decision, from your TSP to Social Security, builds on your benefits. Understanding them first makes everything that follows simpler.

Frequently Asked Questions

Retirement Readiness Review

Most federal employees have never seen all of their retirement benefits explained together. During your Retirement Readiness Review, we’ll bring together every piece of your retirement–FERS pension, TSP, Social Security, FEHB, FEGLI and Medicare–to create a clear plan, answer your questions, and help you understand how your decisions today can affect your retirement for decades. It’s the first step toward retiring with confidence.
The best time is before you need it. Meeting a few years before retirement gives you time to understand your options and make important decisions while you still have choices. We also work with retired federal employees who want a second opinion or a fresh look at their retirement plan.
Yes. Your health insurance is one of your most valuable retirement benefits. Choosing to keep it or switch to Medicare is a major decision and one that can’t be reversed. We’ll confirm you meet the retirement requirements, and help you understand your options before making any decisions.

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