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Immense opportunities for maximum benefits.

Astute Retirement possesses experience with the Federal retirement process.

  • Filing Proper Retirement Paperwork
  • Proper Selections regarding spouse and survivor choices
  • Federal Retirement Pension (or retirement annuity as the government calls it)
  • Life Insurance (FEGLI)
  • Health Insurance (FEHB)
  • Thrift Savings Plan (TSP)

We will assist you with the following questions:

  • Federal pension: how much will it be?
  • Social security: How much? When should I take it? Can be up to age 70.
  • What are the pros and cons of my spousal choices?
  • Retirement expenses: Understanding them, fixed and elective.
  • Do you prefer guaranteed income or growth of assets with risk?
  • Can I have both — growth and guaranteed income?
  • Should my assets stay in the TSP or be rolled to another retirement vehicle.
  • If so, all of it, of just a portion?

The TSP is a low-cost program. Thats good. The TSP is often part of our continuing investment plan. However, the TSP’s investment options are limited and there are limitations on access.

We provide education on modern retirement investment options, not available in the TSP, including:

  • Investments with the potential for above market returns and / or less than market risk.
  • Tactical investments that are designed for protection against skyrocketing inflation or market downturns.
  • Diversification of TSP funds into income producing real estate or other real assets

Why settle for ordinary benefits with low retirement income when you can have a state-of-the-art solution and a better outcome?

My expertise, experience, and licensing as a government benefits advocate allows me to give precise guidance on retirement and investment options that the government agency personnel are prohibited from providing.

I look forward to working with you.

Ready for a financially secure future?
Call us at  415 505 4034 to schedule your appointment today!
Request a Consultation
Astute retirement

2600 Maitland Center Pkwy #160
Maitland, FL 32751

850 NW Federal Hwy, Ste. 200. 
Port St Lucie, FL 34994

Copyright © 2025 Astute Retirement - site by Pinion Designs

Not affiliated with the U.S. Federal Government or any government Agency. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. Although we make great efforts to ensure the accuracy of the information contained herein we cannot guarantee all information is correct. Any comments regarding guarantees, safe and secure investments and guaranteed income streams or similar refer only to fixed insurance and annuity products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company. Annuities are long-term products of the insurance industry designed for retirement income. They contain some limitations, including possible withdrawal charges and a market value adjustment that could affect contract values. Annuities are not FDIC insured.

Retirement plans contain growth and income-based allocations. Growth allocations, stocks and bonds, are subject to price changes, up and down, and can lose value. Due to market-related changes in value, there is no assurance that any plan design will meet is objectives.