Our Services

Retirement
Planning

Navigate your federal retirement with confidence. From FERS and CSRS to TSP, we help you maximize every benefit you've earned.

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Solving the Retirement Puzzle

Government retirement packages are complex, multi-layered systems that can include pensions, TSP or 457(b) accounts, Social Security, health insurance, Medicare, and survivor benefits. Many employees are unaware of critical decisions that are irrevocable and can cost thousands of dollars.

GRS retirement specialists understand the nuances of federal, state, and municipal retirement systems. We provide one-on-one guidance to help you make informed decisions and maximize your lifetime benefits.

Why It Matters

A single misstep with your pension election, TSP withdrawal strategy, or survivor benefit can reduce your retirement income by $50,000+ over your lifetime.

Our specialists ensure you understand every option before making irrevocable decisions.

Retirement Planning Services

Retirement Paperwork Assistance

Navigate SF-2801, SF-3107, and state-specific forms with expert guidance

Retirement Goal Setting

Define your retirement lifestyle and create a roadmap to get there

TSP / 457(b) / 403(b) Strategy

Contribution optimization, fund allocation, and withdrawal planning

Pension Calculations

Understand your FERS or CSRS pension formula and maximize your annuity

Survivor Annuity Elections

Optimize spousal protection while preserving your monthly income

Social Security Strategy

Coordinate government pension with Social Security for maximum lifetime benefits

FEHB / Medicare Coordination

Navigate Part A, Part B, and FEHB continuation into retirement

FEGLI / Life Insurance Review

Decide which coverage to keep, reduce, or replace at retirement

Retirement Date Optimization

Choose the best date to maximize leave, pension, and health benefits

Your Retirement Planning Timeline

5-10 years

Foundation Building

Maximize TSP contributions, review beneficiaries, understand pension formula

2-5 years

Strategy Development

Refine retirement date, model income scenarios, plan Medicare transition

1 year

Execution Planning

Finalize elections, submit paperwork, coordinate FEHB and life insurance

At Retirement

Transition Support

Verify first pension payment, enroll in Medicare, implement TSP withdrawal strategy

Ready to build your retirement roadmap?

Schedule a complimentary consultation with a GRS retirement specialist.

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Ready to simplify your government retirement?

Schedule a free, no-obligation consultation with a GRS specialist. We’ll review your pension, TSP, insurance, and Medicare options—and build a personalized plan.

Request a Consultation