Federal Benefits – An insider’s guide

Frank & Craig knew years ago that if they were in the financial services (living in the Baltimore/DC area) and didn’t have a full and complete understanding of a federal employee’s benefits, that they were doing themselves their families a disservice.  So they branched out to engross themselves in all the nuances that a federal employee would need to know to properly coordinate benefits.  After many years of study, they began teaching benefits in federal agencies such as Centers for Medicare & Medicaid Services (CMS), National Security Agency (NSA) and the Office of Veterans Affairs (VA) to help federal families demystify their benefits package and retire with confidence.

Federal financial planning hits home!

Don’t get stuck in the middle of a conversation with your retirement planner and a water cooler conversation at work.  There are more decisions to make than just picking a survivor benefit before you exit your federal career.  Most decisions are irreversible. Before you start feeling like a “fed-up,” let’s schedule a time to explore your options, which include:

    • When is the best time for me to retire?
    • How do I calculate my annuity payment?
    • Which survivor benefit makes the most sense?
    • Does pension maximization help or hurt my future income?
    • If I retire at my MRA, how do I bridge the gap before Social Security benefits kick in?


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