Federal Benefits Group

Benefits simplified. Retirement maximized.

Financial services in Lakewood, CO (show on map)

Federal Benefits Group provides comprehensive financial planning and federal employee benefits consulting services to help federal employees maximize their retirement benefits.

Call (877) 317-4167

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About

Federal Benefits Group is a dedicated team of professional advisors, planners, CPAs and attorneys with expertise in all aspects of federal employee benefits, financial planning and the caveats within the CSRS and FERS retirement systems. Their top priority is understanding the unique values, circumstances, goals and personalities of every client they work with.

Assembly of professional advisors, planners, CPAs and attorneys

Over 17 years of experience helping Federal employees

Contacts within OPM for correct answers

Free counseling session available

Help with retirement paperwork for FREE

Author of The Savvy Fed book

Services

Retirement Paperwork Assistance

Help filling out federal retirement paperwork including CSRS Application for Immediate Retirement, FERS Application for Immediate Retirement, TSP Request for Full/Partial Withdrawal, and Social Security applications.

CSRS retirement FERS retirement TSP withdrawal requests Social Security application

Free Counseling Session

No-obligation benefit assessment during complimentary counseling session covering retirement eligibility, annuity estimates, survivor benefits, and more.

Benefit assessment Retirement eligibility determination Annuity calculation

Tax Planning

Proactive tax planning for federal retirees focusing on tax brackets, taxable income vs cash flow, capital gains, Social Security taxation, and Required Minimum Distributions.

Tax bracket optimization Capital gains planning Social Security taxation RMD planning

The Savvy Fed

Educational book and resource guide for federal employees simplifying federal benefit packages including retirement, TSP, life insurance, and health insurance.

Federal benefits guide Book sales Retirement education

Thrift Savings Program (TSP) Guidance

Guidance on TSP withdrawal options including leaving it in TSP, cashing out, government annuity, or rollover to IRA.

TSP withdrawal options Distribution planning Age-based in-service withdrawal

FEGLI Coverage

Federal Employees Group Life Insurance guidance and coverage optimization.

Life insurance guidance

Credentials & Certifications

CPA (Certified Public Accountant)

Frequently Asked Questions

What is Federal Benefits Group? +

Federal Benefits Group is an assembly of professional advisors and planners with experience in all aspects of federal employee benefits, financial planning and the caveats within the CSRS and FERS retirement systems.

Who does Federal Benefits Group serve? +

They serve Federal and Postal employees, including both FERS employees (hired after Jan 1, 1984) and CSRS employees (hired before Dec 31, 1983), as well as Special Provisions Employees with mandatory retirement dates.

What services does Federal Benefits Group offer? +

They offer Retirement Paperwork Assistance, Free Counseling Sessions, Tax Planning, The Savvy Fed (book), Thrift Savings Program Guidance, FEGLI Coverage, Retirement Planning, and Seminars.

What is The Savvy Fed? +

The Savvy Fed is a book authored by Kevin Hocker that simplifies federal benefit packages covering retirement, TSP, life insurance, and health insurance. It helps federal employees make the most of their benefits.