Membership Pricing

Start free. Add as much expert help as you want – and only pay when your plan is complete.

Get the Insights you need

Our goal is to help you at every stage of your career.  How you use the Federal system will change as you age and experience each of life’s phases regardless of if you are just starting, mid-career, late career or already retired. We know you are busy so we have broken down all of your information into simple concise guidance solutions that apply to each of you regardless of stage of your career or your previous knowledge.

We also provide different perspectives to help you understand your specific situation.  Perspectives from early and late-stage employees, perspectives from a just a female point-of-view and simple Basics and strategies designed to give you exactly what you need.

Become a Member

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Explore

$0

Best for DIY

See your numbers and get started – no card required.

  • Basic FERS annuity estiamte
  • Adjust age & years of service
  • Starter video library
  • Free downloads and tools
  • Simple Solutions library

Expert Assist

$120/yr

Best for Mid-Career

The full picture – every benefit, every scenario, all year.

  • Everything in Explore, plus:
  • TSP, Social Security supplement
  • Save & compare scenarios
  • Full video and guide library
  • Downloadable benefits report

Maximize

$250/yr

Best for Close to Retirement

For complex situations, with a specialist in your corner.

  • Everything in Expert Assist, plus
  • Survivor, buyback, and disability scenarios
  • Annual review check-in
  • Priority support
  • Retirement income plan
  • Social Security analysis

Comparing Retirement Planning Options

What’s Included:
Do It Yourself
Expert Assist
Expert Full Service
Expert builds your personalized plan

Expert Reviews Solutions/Improvements



Retirement Shortfall / Windfall Study



Complete Portfolio Review and More

TSP Investment Allocation Strategy

Expert Review – 20 min consultation and review key considerations and cost savings tips


Free Classes and Workshops on
advanced materials


Prime Access to Simple Solutions Library Advanced topics and expert advice (articles and videos)


Basic Access to Simple Solutions Library Basic information and answers to key questions and topics (articles and videos)
Family Death Support -complimentary support and guidance of how to collect your federal benefits when you pass)
Snap and import documents
Downloadable Content, Workbooks and
Worksheets
Individual Retirement Support when under
24 months to go. (private consultation)
Ongoing updates on your Federal Benefits: TSP contribution changes and
performance
Open Season updates
Free Gift: Family Organizer/Record of Important Papers



Free Gift: Emergency Checklist



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