Our Planning Process

Our Process is to help you discover answers to the 7 most important questions® you should be asking before filing for retirement:

1. What is my after-tax monthly income goal?
2. Will I be able to generate that after-tax amount in retirement?
3. What happens to my monthly income when I pass away?
4. Which PLOP option should I take (if any)?
5. Should I take the Basic Benefit or one of the Survivor Options?
6. What is my strategy to claim Social Security Benefits?
7. How much should I withdraw from my savings & investments each month?

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In most cases, the decisions you make before retiring from the VRS are some of the largest financial decisions you will make in your lifetime. When we take you through our Planning Process, we’ll help you craft personalized answers to the 7 Most Important Questions® which will enable you to retire with confidence!

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