Request A Federal Employee Benefits Analysis Report
It all starts when…
A professional pre-retiree, like you, working for a Federal Agency requested a federal employee benefits analysis to get detailed calculations and insights into his/her Employee Benefits.
Each Federal employee’s work history is unique and so is the Federal Employee Benefits Analysis Report.
In your report, you will:
See present and future values of your annuity/pension, TSP account, Social Security benefits, and FEGLI benefits.
Receive forecasts for future monthly retirement income, life insurance coverage, survivor benefits, and other federal benefits available to you.
Determine best options and discover when is your earliest retirement date.
Know if you should work longer to achieve maximum benefits and live a financially confident retirement.
A Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) financial professional offers each Federal employee an opportunity to meet to review their specific situation and develop a personalized Federal Benefits Analysis together. This analysis helps to demonstrate the value of their benefits, present 2-3 strategies to best utilize those benefits and focus on key decisions to be made as they move closer to retirement. This benefits review is offered at no cost.
Given the wide array of federal employees needing consultation, we know the importance of tailoring a Federal Benefits Analysis report to suit their specific needs. Federal employees who typically benefit most from speaking to a Chartered Federal Employee Benefits Consultant are within 3-6 years of retirement. Those closer to retirement often have specific concerns and needs regarding their retirement decisions.