OUR STORY

About Adele

I have provided my customers with over 15 years of experience with federal retirement consulting and paperwork. I can assist with any federal agency retirement, death claims, and medical retirements. I can help my customers from across the nation to retire with confidence and ensure comfort with retirement calculations prior to retiring.

I complete the paperwork process after initial meetings and calculations. I then prepare the documents for final signatures for ease of submission to streamline the retirement process. If you have further questions please feel free to contact us.

Standard Retirements

If you would like to set an appointment with me, please have the following information prepared:

- My fee is $250.00, I accept cash, VISA, Venmo, or Mastercard. I DO NOT accept checks.

- Your most current leave and earnings statement.

- Your Bank Information for your Direct Deposit.

- Your Spouse Name, SSN, Date of Birth, Your Marriage Date, Where you were married. You will need a copy of your marriage license to turn in with your retirement package.

- Your DD 214 if you served in the military.

- Your latest Social Security Statement, if you have one dated within the last three years bring it. Your latest social security statement will need to be accessed by going to the SocSec.gov website and creating your MySocialSecurity account. Follow instructions and log in, print your statement. The link is located on the lower left hand side of the Home page at SocSec.gov.

- Your TSP balance. Go to www.tsp.gov log in. then pull up your balance and print it out.

- Go to your HR system HRConnect, GRB, ePP to access all of your SF-50's from your last 5 years of service. I will use this information to calculate your High-3 Numbers.

- If you pulled money out of the retirement fund because of a break in service, I will need to know how much and the date (month and year) of when the refund was received.

- If you have paid back a military deposit, I need a copy of the receipt or a leave and earnings statement that shows the pay off, we can use this as a receipt for proof of payment.

- I need a copy of any divorce decree you may have if it leaves your ex spouse any retirement benefits. If the divorce gives the ex spouse nothing, I don't need a copy.

- I need to know former spouse names and birth dates and dates of divorce or death for your death claim paperwork.

- I need to know your current office symbol and address, and your current series and grade and your Job Title.

- If you would like your spouse or another family member to be present so they understand this process, please invite them along.

- If you have had a Workers Comp claim where you have received a Scheduled Award, in the last two years I will need Claim number and date of claim and how much your award was.

If there are documents you cannot find, still come to your appointment and I will work around it.

If you are unable to make it to your appointment for any reason, please call with at least 2 hours notice so I can plan accordingly. Clients that do not show to their appointment, will be charged a $20 fee.

To help you complete these claims, you will need:

- My Fee is $75, I accept cash, VISA, Venmo, or Mastercard. I DO NOT accept checks.

- I will need the full name, social security number, date of birth, and address for everyone who is filing as a part of the claim.

- The death certificate.

- Civil service annuitant claim number, you can find this on the last 1099 tax form.

- Marriage certificate if married.

- Please keep in mind that additional information may be required.

If you are unable to make it to your appointment for any reason, please call with at least 2 hours notice so I can plan accordingly. Clients that do not show to their appointment, will be charged a $20 fee.

Death Claims

Medical Retirements

If you would like to set an appointment with me, please have the following information prepared:

- My fee is $350.00, I accept cash, VISA, Venmo, or Mastercard. I DO NOT accept checks.

-The first medical appointment will take 1 hour then we will meet again after you gather more information from your Doctors Clinics and Hospitals, and we will finish up your package.

- Your most current leave and earnings statement.

- Your Bank Information for your Direct Deposit.

- Your Spouse Name, SSN, Date of Birth, Your Marriage Date, Where you were married, You will need a copy of your marriage license to turn in with your retirement package.

- Your DD 214 if you served in the military.

- We will need to talk about Soc Security so if you have a statement bring it, if not, we will talk about Soc Sec how it applies to you and when you will need to apply for Medicare.

- Your TSP balance. Go to www.tsp.gov log in. then pull up your balance and print it out.

- If you pulled money out of the retirement fund because of a break in service, I will need to know how much and the date (month and year) of when the refund was received.

- Go to your HR system HRConnect, GRB, ePP to access all of your SF-50's from your last 5 years of service. I will use this information to calculate your High-3 Numbers.

- If you have paid back a military deposit, I need a copy of the receipt or a leave and earnings statement that shows the pay off, we can use this as a receipt for proof of payment.

- I need a copy of any divorce decree you may have, and if it leaves your ex spouse any retirement benefits. If the divorce gives the ex spouse nothing, I don't need a copy.

- I need to know former spouse names and birthdates and dates of divorce or death for your death claim paperwork.

- I need to know your current office symbol and address, and your current series and grade and your Job Title.

- If you would like your spouse or another family member to be present so they understand this process, please invite them along.

- If you have had a Workers Comp claim where you have received a Scheduled Award, in the last two years I will need Claim number and date of claim and how much your award was.

- I need a list of all of the doctors you see as well as their address and phone number.

- I need a list of all the clinics and hospitals and their addresses and phone numbers.

- I need a list of all medications you are taking, what they are for and the side effects.

- If you see Doctor's or use the VA I need a copy of your VA files that pertain to the medical issue.

If there are documents you cannot find, still come to your appointment and I will work around it.

If you are unable to make it to your appointment for any reason, please call with at least 2 hours notice so I can plan accordingly. Clients that do not show to their appointment, will be charged a $20 fee.

"People do not care how much you know until they know how much you care."
- Teddy Roosevelt

EMAIL ADDRESS

EZCONSULTING123@GMAIL.COM

APPOINTMENT LINE

(801)200-3392

OFFICE HOURS

OFFICE HOURS ARE BY APPOINTMENT ONLY