Trusted Arizona Financial Advisor: (480) 305-2038
Client Center
Federal Retirement
Our expertise at your fingertips
At Thompson Wealth Management, we know retirement planning can feel daunting and even more so for federal employees. We specialize in helping you maximize and take full advantage of your benefits, as well as help you avoid potentially devastating mistakes or elections that could cost you thousands of dollars over the course of your retirement.
Our President & CEO, Neal Thompson, has helped thousands of government employees plan and prepare for the retirement lifestyle they have worked so hard to achieve. Neal’s expertise in both FERS and CSRS benefits has allowed him to put on retirement planning workshops for federal employees at numerous government agencies and departments.
For more information on how we can help you plan for retirement, please visit our site using the button below.
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Questions we will help you answer:
- 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?
- 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
- Federal Employee Group Life Insurance (FEGLI)
- Thrift Savings Plan (a 401k-type plan)
- Options regarding mandatory retirement
- Calculation of part-time service
- TSP investment options
- Special Provisions CSRS/FERS (law enforcement, fire fighters, air traffic controllers, reservists)
- 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
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.
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We are your trusted Arizona financial planner for private investment, financial advocacy, retirement planning & more.
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Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
Call to our office at any time
Our support team
16430 N Scottsdale Rd
Suite 150, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
