RETIREMENT PAPERWORK

We’ll help you fill out your retirement paperwork for FREE! If you’ve set a retirement date, let us assist you with what can be an overwhelming pile of paperwork and a flood of questions.

COUNSELING SESSION

Get a benefit assessment at no cost with no obligation!Now more than ever, it’s critical to take inventory of your situation to ensure you are positioning yourself to get the most out of your benefits.

SAVVY FED

The future is sure to hold many surprises and challenges, your retirement should not be one of them!This clear-cut guide through the maze of Federal benefits is a thorough resource for past and present Federal employees.

AT FEDERAL BENEFITS GROUP

OUR TOP PRIORITY IS UNDERSTANDING THE UNIQUE VALUES, CIRCUMSTANCES, GOALS AND PERSONALITIES OF EVERY CLIENT WE WORK WITH.

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GET YOUR FREE REPORT

Get your FREE report today – 5 REASONS FED RETIREES END UP RUNNING OUT OF MONEY…When They Start Out With Enough

Learn the top 5 mistakes people make when planning and spending during retirement.

GET REPORT

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WHAT DO I DO WITH MY TSP?

The TSP contains the most overlooked opportunity for Federal employees, but it is also prone to the most mistakes, many of which are irreversible and trigger significant and unnecessary taxes and/or unnecessary risk.

Learn More

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TAX PLANNING

Don’t wait another year to find out you “could have done” something to reduce your taxes or that a hidden tax nightmare could be brewing for you or your heirs.

Become proactive with your tax issues. We can help.

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