Making your retirement something to look forward to

About our company & Services

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- Call or email to schedule an appointment.

- You will then receive an email with instructions and which documents you will need to complete the retirement process.

- Prepare and collect all required documentation.

- In the event of a needed reschedule call as soon as possible.

Before Your Appointment:

During Your Appointment:

- I will review the documentation and calculate the amount of your retirement.

- If you plan on retiring within 90 days of your appointment I will fill out your retirement paperwork and send you home with it at that appointment slot.

- If you are planning retiring outside of 90 days of your appointment I will fill out your retirement paperwork and schedule another appointment (approximately 15 minutes) for a time that is closer to your retirement date.

After Your Appointment:

- Send the signed packet to your correct federal office for your retirement.

- Wait 8 to 12 weeks for your first retirement check.

FAQ

How long are the appointments?

Do I need to bring all of my forms?

May I bring my spouse with me to my appointment?

What if I decide not to retire immediately?

I came and saw you a few years ago for a calculation, my pay and other things have changed and I am curious what I would make in retirement now. Can you recalculate my projected retirement now with the new information?

Can you calculate my sick leave balances?

Can you calculate CSRS offset?

Can you provide information on military buyback?

How soon before retirement should I have you calculate my retirement?

If you I live out of state or will be out of town how do I handle my appointment needs?

Generally 1 hour for a regular retirement appointment. For medical retirements there is one appointment for 1 hour and a second appointment that is 2 hours

Yes, gather as much information as possible to ensure the most accurate calculation. If you are unable to find a form we will do our best to work around it.

Yes, it is definitely best to bring your spouse. There is a vast amount of information that we will cover, so it is helpful to have someone there with you.

That is perfectly okay. We can keep your information on file. When you do decide you are ready give us a call and schedule an appointment, complete the forms in a short 15 minute appointment so you can turn them in a timely manner.

Yes, I can recalculate your information and give you an updated retirement projection with a fee of $50.00 payable with cash or major credit cards.

Yes, I can tell you what left over sick leave you will have to use before retirement.

Yes, that is a regular calculation we help with.

Yes, I will provide the forms and the information for you to complete the buy back process.

Six months is an ideal time frame. However, the sooner the better.

If you live out of state or will be out of town we will be in contact through a phone appointment, you will mail all of the required documents through certified mail and we can continue the retirement process.

Client Testimonials

Adele, I am happy to let you know that my retirement has been going quite well. I am happy that your calculations have been right on. I want to thank you for helping me with the retirement process as it has been stress free the whole way through!

Adele, thank you for doing my CSRS retirement. I would have been lost without your help and support. Having you there to get my retirement done right is a blessing. Please know that I appreciate your hard work. I am now realizing how important is is for all of us retiring to have someone who will give them the time to help us.

I just wanted to let you know that I went in for my appointment at personnel last Thursday. It went really smooth. I was the second one out of there, everyone else had to go run something or get another form of some kind. I felt sorry for them. My paperwork was fully complete and went right through. You are amazing and I appreciate your help so much.

Adele, Thank you again for assisting me with filing my retirement. You answered very key questions for me. You are very good at what you do. I will be referring you to others that I know will appreciate your services.

Thank you so much for all of your help. We would have never made it through this time without your help!

Rollin O.
Mike C.
Arlene V.
Chris U.
Don & Linda M.

EMAIL ADDRESS

EZCONSULTING123@GMAIL.COM

APPOINTMENT LINE

(801)200-3392

OFFICE HOURS

OFFICE HOURS ARE BY APPOINTMENT ONLY