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Federal Employees

Maximize Your Benefits

Work with an advisor that understands the complexities of your FERS or CSRS benefits.

At Thompson Wealth Management, we specialize in helping federal employees maximize and take full advantage of all their benefits.

And equally as important we help you avoid potentially devastating mistakes or elections that could cost you thousands of dollars over the course of your retirement.

Neal Thompson is an independent Investment Advisor Representative and Financial Planner that helps hundreds of federal employees plan and prepare for the retirement lifestyle they have worked so hard to achieve.

Because of his focused experience of both FERS and CSRS benefits, Neal has hosted and presented retirement planning workshops in Arizona, Nevada, California and Colorado for hundreds of federal employees at numerous government agencies and departments.

Questions we will help you answer:

  • Do I need to use my TSP for income?
  • Am I doing everything I can now to maximize retirement Benefits?
  • Should I transfer my TSP to an IRA?
  • What is my monthly annuity income (FERS/CSRS) when I retire?
  • When should I retire in order to receive the highest benefit?
  • What is my minimum retirement age?
  • What retirement system am I under?
  • What day should I retire?
  • Should I make deposits or re-deposits?
  • Do I need to choose a survivor at retirement?
  • When should I begin taking Social Security benefits?
  • What withdrawal option should I plan to take at retirement?

Field of Specialties

CSRS/CSRS offset sections

FERS and CSRS transferees

Special Provisions CSRS/FERS (law enforcement, fire fighters, air traffic controllers, reservists)

Federal Employee Group Life Insurance (FEGLI)

Thrift Savings Plan (a 401k-type plan)

Options regarding mandatory retirement

Calculation of part-time service

Social Security impact on benefits

Health insurance (FEHB)

OPM Long Term Care

Windfall Elimination Provision

Taxes on Federal benefits

Forms used at retirement

Calculating your annuity benefit payments

Military credible services

TSP investment options

Helpful Links

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

Start Planning Your Future

We are your trusted Arizona financial planner for private investment, financial advocacy, retirement planning, & more.

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Voted #1 Ranking Arizona

Investment Brokers

2013

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Voted #2 Ranking Arizona

Independent Investment Advisors

2014

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Voted #1 Ranking Arizona

Independent Investment Advisors

2015

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Voted #3 Ranking Arizona

Independent Investment Advisors

2016

Check the background of this investment professional on FINRA's BrokerCheck.