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Federal Retirement Planning – San Antonio, TX


If you are a federal employee, you may be looking for federal retirement planning in or near San Antonio, Texas. As a U.S. government employee, you have high-quality benefits, but those benefits programs are arguably among the most complex around.

For example, do you know your options for leaving a survivor benefit to your spouse? What is the cost of leaving a survivor benefit? What happens if your spouse passes away before you do? What are your options for your Thrift Savings Plan and other retirement benefits once you are close to separating from service? How much income can you count on from those hard-earned benefits?

With all the time you have given in federal service, you deserve to know what your options are for your federal benefits and where those choices can lead. To help you make well-informed choices, it helps to have an experienced and independent federal benefits consultant walk you through your options and answer your questions. You can get started by finding a federal retirement planning strategist serving the San Antonio area. At, we work with federal benefits-knowledgeable financial professionals serving San Antonio, Boerne, New Braunfels, Seguin, San Marcos, Gonzales, Pleasanton, Hondo, Bandera, and the surrounding areas.

They can help you envision your benefits now and what they will look like at your planned separation of service date. We understand your various options for your federal benefits and the common pitfalls for federal employees with their benefits. Our independent financial professionals can also go over your unique benefits computations, how to get reliable income from your TSP, and how changes in your life can affect your benefits. We can help you with these questions and many more. Usually, we can cover your federal retirement benefits planning questions in an hour or so.

Call us at 877.476.9723, and we will introduce you to a independent financial professional for an initial consultation meeting. They will do a comprehensive benefits analysis report for you. This report will help you identify possible gaps in your benefits and ways to cover those gaps now.

A Mandate for Federal Benefits Education for All U.S. Government 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.

    Under OPM guidelines and Title 5 of the U.S. Code, you and other federal employees are entitled to ongoing retirement and benefits literacy education. However, take a gander at what your experience has been to date with your benefits education. Have you received training on your federal employee benefits, and if so, has that been on a consistent basis?

    When we talk to federal employees about their experiences, they talk about how they haven’t received this education themselves. It shows how there isn’t a consistent, across-agency experience for benefits education, and federal employees from all walks of life are left on their own to figure things out.

    It shouldn’t have to be this way for you. You can learn about your federal benefits, different options involved with them, and the various roles that they play in their financial future. Reach out to us when you are ready for guidance with your federal retirement benefits planning. Our financial professionals worked with federal government employees nationwide.

    We will prepare just for you a personalized federal benefits analysis so that you can envision and shape your future 10, 20, or even 30 years from now. Think of this report as a temperature-take and a financial roadmap no matter where you are in your federal career.

    What Can a Federal Retirement Planning Consultant Help You with?

    Whether you are part of the CSRS or FERS retirement system will play a large role in what benefits you have. While the vast majority of federal employees are covered by FERS, some long-time employees are grandfathered under CSRS. If you are also in a unique employment situation, such as working for a federal law enforcement agency, your benefits computations and your rules of eligibility for retirement may differ from other employees.

    No matter what, talk to our team for personalized guidance and answers on your benefits and individual situation. You can find a lot of information online about your federal benefits, but too much of that information is generic, overwhelming, or in most cases too cookie-cutter. That is hardly a good fit for your personal situation.

    federal-retirement-planning-san-antonio-texas-img-1You need this benefits information to be customized to you, your family, and your long-term financial goals and federal career. Who wouldn’t want that personalized help from someone who can answer your personal questions about your unique benefits? One of our benefits consultants can show you more about your specific benefits, provide computations for what they look like, and explain ways to maximize them.

    When you contact us, you will be connected to a financial professional who can answer your toughest questions. You will also receive a free, personal, integrated federal benefits analysis that is customized for you.

    What’s In a Personalized Federal Benefits Analysis?

    Have Questions About Your Financial Goals?

    When you request a federal benefits analysis, you will get an integrated walkthrough of all your benefits, including your pension, any life insurance coverage, different surviving spouse benefit options, retirement investments, and how all components come together.

    Your federal benefits strategist will cover these different aspects of your federal retirement planning picture:

    • Calculations of your FERS employee benefits
    • Present and future pension calculations
    • TSP, FEGLI & Social Security projections
    • A reasonable figure for how much income you will have each month
    • An understanding of your survivor benefits and life insurance coverage
    • Different timing options for you to retire

    Your federal employee benefits consultant can answer your questions when you receive your report. They can also cover issues such as military buyback, sick leave, and CSRS offsets.

    Get Personalized Guidance with Federal Retirement Planning

    The goal of our meeting is about helping you — empowering you with understanding your federal retirement benefits and how everything comes together. Our meetings last about 60 minutes or so, so we can get you all the information you need to make confident, well-informed decisions. You can request your free integrated federal benefits analysis and report by completing the form on this page or calling us at 877.476.9723.

    Once we have connected with you, we will put you in touch with a independent federal retirement planning consultant. In the San Antonio metro area, our team serves San Antonio, Boerne, New Braunfels, Seguin, San Marcos, Gonzales, Pleasanton, Hondo, Bandera, and the surrounding communities.

    For years, our team has helped tens of thousands of households learn and plan for a successful retirement. If you are looking to make the most of your benefits for you and family, contact us today to assist you. Our team will show you how personalized service can make a world of difference in your retirement strategy!