"Working with Lacie on my retirement was a very pleasant experience, and I intend to keep working with her as my financial assets grow."
Yvonne Pendleton
NASA Astrophysicist
retired
"I can't thank Lacie enough for walking me through my retirement plans. She was a true pro, and I continue to recommend her to anyone thinking about retiring from federal service."
Kieran Ramsey
FBI Asst. Director
retired
"Lacie's thoughtful advice demonstrates a shrewd and deep knowledge of Federal retirement benefits. I could not be happier with the guidance she has provided over the years."
Cory O' Meara
Wife of V.A. Employee
GROUP RETIREMENT SEMINARS ALSO AVAILABLE
PAST CLIENTS INCLUDE:
Free Services
My team and I are here to help you navigate all areas of your retirement journey.
Federal Retirement Income Estimate
Options for TSP at Retirement
Help with
Retirement App
Life Insurance & Guidance
General
Consultations
Get a clear picture of your post-retirement income with personalized projections based on your service history, FERS/CSRS pension, Social Security, and TSP.
Understand your FEGLI Basic and options A, B & C
We also help with converting your FEGLI Part B insurance from a rising cost to a fixed price plan.
Just have a few questions or want to talk to someone about a concern? We'll be happy to help.
Benefits
Who We Help
Federal Employees Unsure When to Retire
Not sure what year to retire? Or what time of the month or year is best for your final day of service? We'll tell you the best times to retire based on your age and service history, with an eye on helping you make strong financial decisions.
Employees with Questions about Forms
We'll help you complete retirement, insurance, and benefit forms accurately and efficiently—no stress, no confusion.
Workers who Need Help with Buyback, TSP, or Annuity Estimates
Whether it’s military service buyback, managing your Thrift Savings Plan, or understanding your federal retirement estimates—we'll break it down and make it easy.
Anyone Looking to Maximize their Federal Benefits
We'll help with ideas for maximizing your TSP, pension, health and life insurance coverages. Make the most of what you’ve earned by understanding your options.