Our experience includes:
- We are knowledgeable with Federal pension programs and other Federal benefits.
- Transferring Thrift Saving Plan (TSP) assets from the accumulation phase to the planning phase in retirement for income, diversification and possible protection with a portion of these assets.
- Working thru the complexity of the transfer process and options before and after your retirement.
- Planning for your long retirement and your cash flow needs that may be required throughout your retirement years.
- Legacy planning.