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Retire on Your Terms. Federal Benefits Made Simple.

Our team of Fed-Experts have helped thousands of feds turn complex federal benefits into a confident retirement.

Fiduciary Fee-Based CFP® Certified

Without a Clear Plan, You Could...

Work Years Longer Than Necessary

Not knowing your exact eligibility date and pension calculation keeps you guessing.

Leave Thousands on the Table

Mis-timed TSP withdrawals, wrong survivor benefit elections, and undervalued sick leave add up.

Pay Thousands More in Healthcare

Wrong timing on FEHB and Medicare Part B means higher premiums or coverage gaps.

Overpay Taxes Now and in Retirement

TSP withdrawal strategy, Roth conversions, and other overlooked tax strategies can save you now and in the long-term.

You've worked too hard to risk your retirement.

Get the Answers at Our Free Workshop
We Specialize in Federal Benefits

Here's What You'll Know For Certain

Your Exact Retirement Date

We calculate your precise FERS eligibility down to the day.

Your Pension Amount

Know exactly what you'll receive monthly, not a rough estimate.

How to Handle Your TSP

A clear strategy for withdrawals that minimizes taxes and maximizes income.

FEHB + Medicare Coordination

The right plan at the right time so you're never overpaying or uncovered.

Survivor Benefits Decision

Should you elect full, partial, or none? We'll show you the math.

Your Tax-Smart Withdrawal Plan

Roth conversions, bracket management, and strategies to keep more of what you've earned.

How It Works

1

Attend Our Free Workshop

3 hours covering FERS pension, TSP, FEHB, Medicare, Social Security, and survivor benefits.

2

Get Your Personalized Report

A 22-page analysis of your specific situation with exact projections.

3

Retire With Confidence

Ongoing partnership to adjust your plan as life and laws change.

Leadership Team

David Fei

David Fei

Co-Founder & Financial Planner

CFP® ChFEBC℠ AIF®

20+ years helping federal families plan for life's challenges. David believes retirement planning should give you peace of mind, not more anxiety.

Brennan Rhule

Brennan Rhule

Co-Founder & Financial Planner

CFP® ChFEBC℠ AIF®

Brennan graduated from Virginia Tech's CFP Board-Registered program and specializes in helping federal employees navigate their benefits, retirement planning, and investment decisions with personalized, fiduciary guidance.

Common Questions

When can I retire under FERS?

Depends on your age and years of service. Our workshop covers eligibility rules in detail, and we calculate your exact date in a 1-on-1 meeting.

How much will my pension be?

Based on your high-3 salary, years of service, and retirement age. We provide precise calculations, not online estimates.

What should I do with my TSP?

Leave it, roll to IRA, or take withdrawals. The right answer depends on your tax situation and income needs.

Do you charge for the workshop?

No. The 3-hour FERS workshop is completely free, no obligation.

Ready to Retire With Confidence?

Join thousands of federal employees who stopped guessing and started planning.