Federal Employee Benefits Evaluation

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Our Team
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Schedule a Meeting

First Name*
Email Address*
Phone*
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

FEDERAL EMPLOYEE BENEFITS EVALUATION

Federal Employee Benefits Evaluation

Do you know when you will be eligible to retire?*
- Yes
- No
Do you understand how to read all the codes on your pay stub?*
- Yes
- No
Do you know how to calculate your expected monthly retirement income?*
- Yes
- No
Do you know the maximum annual contribution to the thrift savings plan (TSP)?*
- Yes
- No
Do you know the monthly cost of the survivor's annuity?*
- Yes
- No
Are you aware of the in-service withdrawal options through TSP?*
- Yes
- No
Do you know what percentage of your retirement annuity you or your spouse will receive?*
- Yes
- No
Do you know how to receive up to a 10 percent bonus on ALL of your TSP funds?*
- Yes
- No
Do you know what the annual cost of Federal Employees’ Group Life Insurance (FEGLI) will be at retirement?*
- Yes
- No
Are you interested in learning how to obtain a tax-free income in retirement?*
- Yes
- No
Do you have plans to participate in the Federal Long-Term Care Insurance Program (FLTCIP)?*
- Yes
- No
What particular topic is of most interest to you?
Name*
First Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Home Email*
Home Phone*
Work Phone*
Mobile Phone*
Age*
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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Phone: 304.702.6323
Email: Admin@EpicPlanning.net

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2809 Charles Town Road
Martinsburg, WV 25405
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Insurance products are offered through the insurance business Epic Planning, LLC. Epic Planning, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Epic Planning, LLC. are not subject to Investment Advisor requirements. 1897426 - 11/23

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1897426 - 11/23