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Federal Retirement Planning – Dallas, TX


Do you reside in Dallas, or somewhere nearby, and want help in planning your federal retirement? Federal employees have great benefits, but their details and inner-workings are perhaps among most complicated around.

Making well-informed choices starts with understanding your options, but it may be hard to understand how these options may apply to your situation. For example, do you know how much it would cost to leave a survivor benefit to your spouse if you passed away? And what if your spouse passes first—what would happen to the money?

For every choice you have to make, you must understand the results that may flow from that choice and from other options that you might have. When you close one door, how does that decision influence all your other potential choices? One pathway to avoid mistakes in making your benefits choices is to work with an experienced, independent federal benefits consultant. Look for someone who is thoroughly conversant with and can explain your federal benefits to you.

You can start by searching for a federal retirement planning expert in Dallas or another nearby city. Don’t settle until you find someone active in your community who is open to answering your questions. At, we proudly serve Dallas, Farmers Branch, Carrollton, Richardson, Plano, Garland, Mesquite, Desoto, Duncanville, Cedar Hill, Arlington, Fort Worth, North Richland Hills, Keller, Grapevine, Southlake, Roanoke, Flower Mound, Lewisville, and the surrounding areas.

If you have questions about what your benefits currently look like and what they will look like at separation of service, retirement options, common benefits mistakes, the cost of a survivor benefit, generating reliable income from your TSP, and how life changes may impact your benefits, we can help. We typical cover all federal retirement benefits planning questions in roughly an hour-long meeting or so.

Give us a call at 877.476.9723, and we will connect you to a independent financial professional. They will run a comprehensive federal benefits analysis report for you so that you can identify gaps in your benefits and discover ways to cover them. Both the report and the initial meeting are free, so you can walk out with a better understanding of your options regarding federal benefits. Contact us today to schedule your free benefits walkthrough.

The Mandate for Ongoing Benefits Education for Federal Employees

Request Your Federal Benefits Analysis

Join hundreds and hundreds of other federal employees from all agencies -- gain clarity for your financial future. Complete the form to request your free federal benefits analysis and walkthrough.

    Did you know that you and every other federal employee are entitled to federal employee benefits education? Per OPM guidelines and U.S. Code Title 5, federal employers are mandated to provide benefits education on an ongoing basis. While that sounds great in theory, it doesn’t always realistically play out that way for employees across many federal agencies. There is no standardized system that is set for the U.S. Government to educate its employees, so education is often hurried and unsatisfactory.

    Your benefits affect not only you personally, but also the financial well-being of your family. This widespread lack of knowledge of U.S. Government employees about their hard-earned benefits is unacceptable. You deserve to understand your benefits, different options, and how various life changes may affect things.

    When you are ready for help with your federal retirement planning, contact us. Our financial professionals have been privileged to serve many U.S. Government employees around the United States. Your personal federal retirement planning guide will answer any questions you may have and provide you with a free, personalized federal benefits analysis so that you can plan out your future ten, twenty, or even thirty years from now, regardless of where you are at in your career.

    What Can a Federal Retirement Planning Consultant Do for You?


    The federal employee benefits that you have earned will depend on the retirement system to which you belong: CSRS or FERS. Most federal employees (90+%) are covered by FERS, but some long-time federal government employees belong to CSRS.

    If you are in a unique employment situation within the federal Government, such as a law-enforcement role, you may have a unique benefits situation. Come talk with us, and we will help you navigate any individual situation.

    Whether you are a new career hire or a long-time GS/GM-level employee, searching for information on your federal employee benefits may have been a hassle of an experience. There is a ton of information online, but it can be contradictory and all over the place. What’s more, much of that information is cookie-cutter or one-size-fits-all—hardly a good fit for individual or unique conditions.

    You need benefits information that is customized to you so that you can make well-informed financial decisions for yourself and your family. Instead of settling for generic, across-the-board guidance that may or may not suit your needs, why not work directly with someone who can
    answer your individualized questions about your benefits? We can show you more about your specific benefits, provide computations for what they should look like both now and in the future, and explain how you can maximize your benefits to their fullest potential.

    When you contact us, we will connect you with a SafeMoney financial professional who can answer your hardest questions and more. They will also provide you with a free, personal, integrated federal benefits analysis.

    What’s In a Personalized Federal Benefits Analysis?

    Have Questions About Your Financial Goals?

    Your federal benefits analysis will include an integrated walkthrough of all your benefits, including your pension, life insurance coverage, surviving spouse benefit options, retirement investment plan, and, ultimately, how it all fits together.

    The following aspects of your federal retirement planning picture will be covered:

    • Computations for your federal employee benefits
    • Present and future pension calculations
    • TSP, FEGLI & Social security projections, and others
    • How much money you will have each month when you retire
    • Survivor benefits, and life coverage information
    • Different timing options for you to retire based on your benefits and income

    Your federal employee benefits consultant will be able to answer your questions about your report. They can also answer questions on topics such as military buyback, sick leave, and CSRS offsets.

    Get Clarity on Your Federal Retirement Planning Questions Now!

    Our mission at is to help you understand your federal retirement benefits and how everything fits together. In as little as thirty minutes to an hour, we can provide you with everything you need to make well-informed decisions about your hard-earned benefits. You can request your free integrated federal benefits analysis and report via the form below, or by phone at 877.476.9723, and we will connect you to a independent federal retirement planner serving Dallas, TX and its surrounding areas.

    For years, our team has helped thousands of families learn and plan for a successful retirement. If you are seeking an explanation of different options for your benefits and financial future, please feel free to reach out at any point.

    Give us a call, and we will show you how personalized service can make a difference to your retirement strategy. We look forward to serving you!