FBE Advisor Network members will provide an initial consultation and Personalized Benefits Analysis without cost or obligation.
The Personalized Benefits Analysis is an individually tailored document summarizing your federal employer provided or optional retirement income, thrift savings plan, disability income, life, health and long term care benefits. The Personalized Benefits projects the future value of these benefits (where applicable) at an individually selected future retirement date. Members of the FBE Advisor Network gather basic information from you during an initial consultation upon which to prepare the Personalized Benefits Analysis. Each document is tailored to your individual situation.
The Personalized Benefits Analysis may form an important foundation upon which to begin comprehensive retirement focused financial planning. At a minimum the Personalized Benefits Analysis can provide an important single document summarizing all federal employee benefits, something that can be very useful when managing your current benefits or critically important to your survivors in the event of an untimely death or disability.
The Personalized Benefits Analysis is provided to federal employees without cost or obligation by members of the FBE Adivsor Network.
Benefits Analysis
