LET’S GET STARTED!
I am not ready to retire yet, but I would like some retirement planning advice and an analysis of my progress toward retirement
1. Fill out the Employment History form here
2. Click the “Buy Now” button below.
The cost for a consultation is $125. Consultations usually last up to 2 hours.
Payment note: You do not need a Paypal account. After clicking “Buy Now”, simply scroll down to the botton of the page to “Pay With Credit or Debit Card.”
Payment may also be made by money order or cashiers check. Contact Me for details
I will contact you within 5 business days to set up a time for our phone consultation.
I am ready to start my federal retirement process and would like you to prepare my application
1. Contact your HR department and request your retirement application package and annuity estimate
2. Fill out the Employment History form here
3. Choose a mail delivery option.
When I mail your completed forms for your signature, I will use Priority Mail. Or if you prefer, I can utilize Express Mail for an additional $40.
Choose your preferred option below:
Option 1:
Retirement Application Preparation and Submission
using Priority Mail $250
Option 2:
Retirement Application Preparation and Submission
using Express Mail $290
Payment note: You do not need a Paypal account. After clicking “Buy Now”, simply scroll down to the botton of the page to “Pay With Credit or Debit Card.”
Payment may also be made by money order or cashiers check. Contact Me for details
I will contact you within 5 business days. Once I have all your information, a detailed client profile worksheet along with life insurance options and costs worksheets will be prepared and mailed to you. On this worksheet I will have analyzed projected sick leave, annual leave, and how these benefits factor into the process. The work sheet will provide details on options for taxes, health insurance cost and life insurance worksheets.
Once you have the worksheets we will arrange a date and time for a telephone counseling session. During that session I will type your application for retirement, and prepare your life insurance form along with tax forms.
Once our counseling session is concluded, I will mail your application to you and will indicate areas for signature. I will also provide an extra copy of all forms for your records. These documents will be sent to you via Priority Mail or Express Mail, per your choice above.
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