The Checklist
Starting With A Simple First Step
The Federal Retirement Readiness Checklist gathers the key details that shape retirement decisions. It helps organize information early, so conversations focus on priorities instead of paperwork.
Why the Checklist Matters
Many retirement decisions depend on information that is often scattered across statements, forms, and benefit systems. The checklist brings those details together in one place, making it easier to understand your situation before any elections are final.
Clarity begins with the right details
A Better First Conversation: Prepared, Not Rushed.
Completing the checklist allows the first meeting to focus on decisions that matter, rather than basic questions. It helps identify timing concerns, benefit interactions, and areas that deserve closer attention.
What The Checklist Covers
The checklist is designed to collect the core information needed to understand your federal retirement picture. It focuses on the details that influence timing, elections, and long term income.
Service & Eligability
Basic service history, retirement eligibility, and pension structure.
Benefits & Elections
Healthcare, survivor elections, and other key retirement choices.
Income & Timing
TSP, Social Security coordination, and projected retirement dates.
From Checklist To Clarity.
Once the checklist is complete, the information is reviewed as part of an orientation conversation. The goal is to identify where timing matters most and which decisions deserve careful planning.
Take the First Step
It only takes a few minutes. The checklist is the starting point for every new client. Completing it now allows your planning conversation to begin with clarity and direction.
Disclosures
Plain-English transparency designed for federal employees and retirees.
Education-first retirement planning for employees and retirees across all federal agencies and USPS.
FedSafe Retirement
123 Anywhere Street
Big City, USA 12345
Get In Touch With Us
1(888) 123-4567
Contact@FedSafeRetirement.com
Getting Started
Most people begin with the checklist for clarity – then schedule a consultation once the decisions are clear.
If you’re within 36 months of retirement and want to confirm eligibility, compare retirement dates, coordinate healthcare, and build a tax-aware income plan, then our free checklist is just for you.