Federal Benefit
Review 2016

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5 Data Points

INVESTMENT PLATFORM
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Federal Benefit 
Income Estimates Report

Complete the 5 Data Points to Get Your Income Estimates

Name
Email
2.) Desired Retirement Date
1.) Current Age
Phone
3.) Years of Service
4.) Estimated TSP Balance
5.) TSP Contributions
Submit

Strategic Partners

Danny Hood

Jon Stein

Val Majewski

OUR PROCESS

  1. 5 Data Points
    2-3 Minutes
    By completing the online form early, you save time and get more questions answered during your benefit review.
    Online Form completed.
  2. Review Estimates
    5-10 Minutes
    We discuss in detail your estimates from government annuity, social security and TSP both plan withdrawal options and outside plan carrier options.
    Danny or Val will review in detail.
  3. Review Elections
    10-15 Minutes
    Putting it all together can be confusing. We walk you through your cash flow analysis and identify your long term goals. Risk analysis is addressed and illustrated with specific strategies for growth, income and protection.
    Danny will illustrate your plan.

AGENCIES