REQUEST A CONSULTATION
Essential Insights for an Effective One-On-One Meeting.
Thank you for taking an interest in your retirement. In our one-on-one meeting, I will clarify what a successful retirement looks like for you, what resources you already have (Pension, TSP, Social Security, Special Retirement Supplement, etc.) and will discuss the benefits and options that will help you live a successful life in retirement.
What to Bring to Our Meeting
To make the most of our meeting, please have the following materials available for evaluation:
- Leave and Earnings Statement
- Spouse's Income Statement or Estimated Annual Income (if applicable)
- Social Security Statements for you (& your spouse if applicable) www.SSA.gov
- Life Insurance Contracts (Private life insurance, FEGLI)
- TSP Statement / Account Value
- 401k or other IRA/Roth IRA Retirement Account Statements
- Other Investment & Savings Information (Brokerage Statements, CD Rates, Savings Accounts)
Schedule your NO COST, 30 min phone consultation!
Questions?
Feel free to reach out before our meeting if you have any questions or need clarification on what to bring.
Get Started Today
Your retirement journey begins with the right information. Let’s make it a successful one.
