SFG FEDERAL

TOOLBOX

                  

       BENEFIT ANALYSIS

 

Now that there are fewer resources available to you through your Human Resources

As Chartered Federal Employee Benefits Consusltant we get questions such as:

  •   How much money will I get when I retire? Will it be enough?
  •   What can I expect my High 3 to be at retirement?
  •   Should I buy back my active duty military time? 
  •   Will I receive Social Security?                          
  •   Am I investing enough in my Thrift Savings Plan?
  •   Why is my Group Life Insurance Premium Increasing?
  •   What is the Survival Spouse Benefit (SSB) and how much will it cost me?
  •   What options do I have with my TSP when I am 59½ or older?   (employed or retired)
  •   Resources, we hear that employees have no idea what to expect at retirement. 

As a Federal Employee, the foundation of your Financial Plan is your Federal Benefits.  We would like to offer you a free complimentary Federal Benefit Analysis. You will be provided a detailed report of your benefits to help you understand and interpret how these might affect your financial future. 

Your plan combines your federal benefits along with any other income and expenses, which is then specifically tailored to meet your financial goals. Sarasota Financial offers this report as the 2nd part to the Retirement Planning Seminar. This is the time and place to get your specific questions answered during our confidential meeting.

But, I need your help to schedule the 30 minute conference call to gather the necessary information below.  Also, you can always fill out the Federal Employee Benefit Analysis Profile Form and Budget Planner Monthly.
 

   1.       Leave and Earnings Statement (I need all your deductions & contributions)

   2.      TSP Statement with allocations

   3.      Social Security Statement (Spouses if applicable)

   4.      Investment Statements (Other than TSP)

   5.      Life Insurance Policies (Other than FEGLI)

   6.      Income and Expense information  (Retirement Budget)

Regardless if your just getting started with the Goverment or your planning on retiring over the next several years, our Federal Benefit Analysis will help you reduce your expenses today and maximize your pension when you retire.  It is especially designed to assist you in selecting the most appropriate time to retire and help guide you through your golden years.

After you've received your Federal Benefits Analysis, if necessary you can schedule your 1st personal meeting with me to review your plan (Spouse's invited).

SCHEDULE YOUR OWN CONFIDENTIAL MEETING

TO RECEIVE YOUR COMPLEMENTARY

FEDERAL BENEFIT ANALYSIS

 

                                                              

 

 

 

By clicking the links below you can see EXAMPLES of an individual packet.

Sample Benefit Analyis

Example #1-  CSRS with FEGLI Basic w/Options A,B,C

Example #2 - FERS with FEGLI Basic w/Options A,B,C

Example #3 - Pension Maximization Strategy