Your Retirement Readiness eBook will be delivered to your email inbox within the next 10 minutes.
Realize the Retirement Lifestyle of Your Dreams,
Even if You Feel Completely Uprepared and unsure.
Discover if You Have Enough Money to Retire
Schedule your FREE Personal Benefit Analysis Call
(a one-on-one phone call with an advisor)
to help you gain the clarity and confidence to retire.
What You Can Expect from a Personal Benefit Analysis:
- It's simple! We will spend 15-30 minutes with you on the phone so we have what we need to create an in-depth analysis of your benefits.
- Next we’ll set up a time to spend another 60 minutes walking you through it.
- That’s it! No charge. No obligation to work with us. No pressure. No catch.
Retirement Planning is Complicated for Most People.
If you are a Federal Employee there are extra layers of complexity. FEGLI, TSP, COLAs, Social Security – so many terms!
WHERE DO YOU TURN FOR HELP?
At Medallion Financial Group we have been serving the federal employee space for nearly a decade and we can help you navigate your options and arm you with the knowledge you need to make solid decisions.
We Know Your Time Is Valuable, So We Want To Invite You To A FREE 15-MINUTE CALL To Review Some Initial Information.
With your Personal Benefit Analysis You Will:
- Discover your TSP Estimates
- Get clear insight into your projected TSP withdrawals
- Discover your FEGLI Options
- Gain insight into your income gap when you reach retirement
- Get ideas for STEPS you CAN take
- And much, much more.
We Really Don’t Want You To Miss This Opportunity For A FREE Personal Benefit Analysis!
For over 30 years, federal employee retirement planning
has been a key focus of Medallion Financial Group.
We recognize that FERS retirement benefits have extra layers of complexity, such as the Thrift Savings Plan (TSP), 401K, Pension plan, FEGLI and more. It’s easy to get lost in a sea of bad advice when so few people understand the basics. We help with the basics and beyond to enable our clients to get the education and advice they need to retire with confidence.
OUR FOCUS IS TWOFOLD:
- First and foremost, we stand against any violation of laws, values or ethics.
- Second, we treat our clients as part of our family, putting their needs before our own. We strive to exceed clients' expectations – because we have high expectations of ourselves.
