Get a free Federal Retirement Blueprint that helps you understand your current position, the major decisions ahead, and whether a more detailed retirement plan would be worthwhile.
In your Federal Retirement Blueprint, we’ll:
- See if you're truly on track to retire in the next 5-10 years.
- Understand how your pension, TSP, and Social Security can create a reliable income.
- Spot tax and benefit mistakes before they become expensive and irreversible
Is the Federal Retirement Blueprint Right for you?
This is a strong fit if you:
- Are 50–65 and within 5–10 years of retirement (or recently retired).
- Have $1M–$3M+ across TSP, IRAs, 401(k)s, and other investments.
- Are a current or former federal employee (or married to one).
- Prefer to delegate investment and tax details so you can focus on family, health, and life.
- Want a clear plan for your pension, TSP withdrawals, Social Security, and FEHB
- Want either a trusted guide to walk through the decisions with you or a second opinion on the plan you are building yourself.
What you'll walk away with:
A clear, written game plan for retiring confidently, so you can see how your income, taxes, and major retirement decisions fit together.
You’ll receive:
- A clear picture of whether you can retire when you want
- A simple income map: how pension, TSP, and Social Security can work together
- A high-level tax view: where you may be overpaying now or later
- Key decision checkpoints (survivor benefits, FEHB, Medicare)
- A recommended next step: DIY with more clarity, or work with a specialist
How The Process Works
Step 1:
Schedule Your Blueprint Call (2-3 minutes)
Pick a day and time that works for you and answer a few brief questions to help me determine if we could be a good fit. This lets me prepare for your situation before we meet.
Step 2:
Share Your Documents (30–45 minutes)
After you schedule, I’ll email you a short checklist of the 5–7 statements to upload securely (TSP, IRAs, pension estimates, Social Security, etc.). Just the basics I need to build your Blueprint.
After you schedule, I’ll email you a short checklist of documents.
If you can send them before we meet, I’ll be able to clarify where you stand. If not, no problem, we can still have a meaningful conversation and learn more about each other.
Step 3:
Blueprint Review (60 minutes on Zoom)
We meet on Zoom to walk through your personalized Federal Retirement Blueprint together, answer your questions, and outline clear next steps. At the end, you’ll know exactly where you stand and the clearest path forward, whether we work together long‑term or not.
Your full Blueprint is typically ready within 7 days of receiving your documents.
How is this different from a generic "Free Retirement Review?"
Built For Federal Complexity
We focus on federal employees and near-retirees, so we speak your language: TSP, FERS/CSRS, FEHB, survivor benefits, Roth conversions, RMDs, and IRMAA.
Fee-Only, Fiduciary Advice
We don’t sell products or earn commissions. Our recommendations are based on what’s best for you, not on what pays us.
Depth, Not A Sales Pitch
The Blueprint is a high-level planning overview. You’ll see the numbers, the trade-offs, and the ‘why’ behind each recommendation, in plain English.
Our clarity promise
If, by the end of your Blueprint Call, you don’t feel you have more clarity about your retirement decisions than you did going in, just tell me. I’ll send you a short summary of our discussion and a list of specific questions to ask any advisor you choose to work with, so the call is still worth your time, even if we never talk again.
Common Questions
Q1: What does this cost?
There is no fee for the Federal Retirement Blueprint. We waive that upfront cost so you can evaluate our process and fit without any pressure.
Q2: Do we have to move our investments to you?
No. The plan is yours whether we work together long-term or not. If you decide later you’d like help implementing it, we can talk about ongoing planning or investment management at that point.
Q3: Do you work virtually with clients outside Pennsylvania?
Yes. Most Blueprint reviews are held over Zoom, and we work with federal employees and families across the country.
Q4: What documents will we need?
Typically, recent statements for TSP and other investment accounts, Social Security estimates, pension projections, and a simple intake form. We’ll send a short checklist so you know exactly what to upload. If you can send them before we meet, I’ll build your full Blueprint with real numbers. If not, we’ll still have a productive call and decide together what to gather next.
Q5: What happens after the Blueprint Call?
If you want deeper help, the next step is a Federal Retirement Readiness Roadmap. Most Roadmaps are $3,000. More complex cases may range up to $5,000, depending on the amount of scenario modeling, tax analysis, federal benefit coordination, and account complexity involved.
You will receive and approve the exact fee before any work begins. There is no obligation to move forward with a Roadmap or ongoing investment management after your Blueprint is delivered.
Q6: Why do some Roadmaps cost more than others?
Every Roadmap is built around your specific situation. A higher fee may apply when the work involves multiple federal pensions, complex survivor-benefit comparisons, substantial Roth-conversion or tax analysis, multiple account types, or additional retirement scenarios.