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Topics

  • TSP Planning
  • FERS Benefits Planning
  • Federal Retirement Planning
(FERS Annuity & Survivor Benefits, Life Insurance, Health Insurance, Best Date to Retire, Retirement Net Pay, Optimizing Retirement Cash Flow, and more!)

🌟 Next Event Spotlight:

2024 Seminar - Full Presentation

Retiring this Year? Federal Retirement Planning Webinar

Event details: Two-Part Event on June 26th & June 27th at 12pm CDT

Event highlights:

  • Part #1 - A comprehensive guide to personal finance, federal retirement benefits, and optimizing retirement cash flow.
  • Part #2 - A complete overview of TSP planning, fund options, Social Security timing, and avoiding common pre-retirement mistakes.

Federal Retirement Services

13+

Educational Webinars Offered Each Year

3,000+

Federal Employees Assisted

14+

Years of Federal Employee Retirement System Experience

Approaching Retirement?

We offer complimentary consultations for federal employees within one year of retirement.

You will meet with one of our FERS experienced advisors to discuss your entire Federal Benefits Package, your current situation, and future goals. Our team will then prepare your Federal Benefits Review report, which will estimate your retirement net pay, as well as your TSP analysis. On your second meeting, your advisor will review the reports with you, answer any questions you may have, and help establish your Next Steps. Please see the video below for more details.


If you are further out from this next season of life but want to make sure you are on track to achieve your goals, we would still love to meet with you! Please see our FAQ at the bottom of this page.


Don't miss out on this opportunity to achieve financial independence and create a future that you love.

“Contacting Neal was one of the best decisions I made as I approached retirement. During our initial meeting, he provided me with clear, concise, and accurate information on benefits, options, and future income. His guidance was spot on!"

(I) The testimonials may not be representative of the experience of other clients.

(II) The testimonials are not indicative of future performance.

- William (U.S. Forest Service)
 
“I was able to feel completely confident in moving forward with my planned retirement after almost 40 years with the federal government because of working with Neal and his professional team. His expertise, thorough knowledge of the federal government retirement system, stellar customer service, has helped me realize many of my short term and long term retirement goals."

(I) The testimonials may not be representative of the experience of other clients.

(II) The testimonials are not indicative of future performance.

- MarLynn (Bureau of Land Management)
 

Stay Up-to-Date on All Upcoming Webinars, Replays, and Special Federal Retirement Planning Events

Frequently asked questions

Is there a cost to attend your webinars?

No, there is no cost to attend our webinars. They are complimentary for all participants.

Do you provide the presentation slides?

While we don't currently offer on-demand access to our presentation slides, we do provide webinar replays throughout the year. Additionally, you can find a wealth of educational materials on our blog and YouTube page. Our team is always available to assist with any questions you may have!

What does the Initial Consultation include?
  • Two-45 minute meetings
  • Retirement projection report
  • Investment analysis
  • Discussion of next steps for the remainder of your career or retirement
Who will I meet with

During your scheduled appointment, you will have the opportunity to meet with one of our highly experienced financial advisors.

Additionally, our dedicated Client Services Team will be available to assist you with any meeting preparations, rescheduling needs, as well as any other general inquiries or questions you may have.

Is there a consultation fee?

Yes, the fee for our Initial Consultation is $350. This will cover both meetings and reports.

Do you offer any discounts for your consultations?

Yes, we offer complimentary consultations for those who are within a year of retirement.

Can my spouse or partner join the meeting?

Yes, absolutely. Your spouse or partner is welcome to attend the meeting, and we can generate reports that encompass retirement projections for the entire household.

Additionally, if desired, we can provide separate reports for both you and your spouse/partner.

Do you have a refund policy?

We're confident that our services will meet and exceed your expectations. However, if you find that the meetings or reports didn't provide the value you were seeking, we are happy to offer a full refund.

Don't just take our word for it

Empower your retirement and reserve your spot today

Financial planning services offered through Thompson Wealth Management. Securities and Advisory Services offered through Harbour Investments, Inc. This is provided for informational purposes only and should not be construed as investment advice. References to specific portfolios should not be considered a recommendation. Data and analysis does not represent the expected future performance of any investment product or strategy.