Complete the Federal Retirement Readiness Checklist
Completing this checklist helps us review your situation before we meet – so your consultation is about decisions, not data gathering.
What You Get
• A faster, more productive consultation
• Fewer surprises and clearer tradeoffs
• A plan that reflects your actual benefits, timing, and priorities
Why It Matters
Federal retirement outcomes are shaped by a chain of elections and deadlines. The checklist helps us identify high-impact opportunities and avoid irreversible mistakes before timing locks in.
Let’s get the essentials
(10–15 minutes)
Just like when you visit your doctor’s office and they hand you a clipboard asking you to fill out six pages of information to make sure nothing is missed, this is the same idea. You don’t need to know everything. Provide what you can – if you’re unsure, we’ll clarify during the consultation.
Getting Started
With FedSafe Is Easy
Most people begin with the checklist for
clarity – then schedule a consultation
once the decisions are clear.
Education-first retirement planning for employees and retirees across all federal agencies and USPS.
Contact Us
100 Chesterfield Business Pkwy
2nd Floor
Chesterfield, MO 63005