Retirement is a Challenge for Everyone But Only a Crisis for Some.
What Will Yours Be?
Get a free federal employee benefit analysis and see where you stand
TSP Analysis
Review your tsp investment and withdrawal options.
Best Day to Retire
Optimize your retirement income by choosing the best retirement date.
Do You Really Trust OPM and HR With Your Financial Future?
What qualifies them to give financial planning advice?
Did You Know?
Married Couples
Have 567 different options when it comes to Social Security planning.
Life Insurance
FEGLI option B increases in cost every 5 years and there is 1000% increase from age 50 to age 60.
Health Insurance
If you plan correctly, the government will continue to pay 2/3 of your FEHB.
See How a Benefit Analysis Can Help You Avoid Running Out of Money in Retirement.
Life doesn't go exactly as we plan. That's why we believe it's critical to "stress test" your plan in order to visualize how it might hold up against the unexpected.
Some of what we test:
- What if inflation is higher than expected?
- What if taxes are higher (or lower) than expected?
- What if your portfolio performs poorly early in retirement?
- What if interest rates go up?
- What if you retire sooner or later than planned?
Reinventing Federal Benefits Training
OUR APPROACH IS EASY TO UNDERSTAND, JARGON-FREE, AND CENTERED AROUND YOU.
Medallion Financial Group is a family business that has been helping Federal Employees understand their benefits and plan their retirement for over 30 years. Our focus is twofold: first, we are fiduciaries. We stand against any violation of laws, values and ethics. Second, we treat our clients as part of our family. We strive to exceed client’s expectations – because we have high expectations of ourselves.
Federal Seminars and ChFEBC℠ Inc. owns these ChFEBC℠ in the U.S. which It awards to individuals who successfully complete Federal Seminars and ChFEBC℠ initial and ongoing certification requirements.