Expert Retirement Planning Workshops and Tailored Consultations

US First Federal takes immense pride in being one of the most accessible and adaptable financial planning firms specializing in retirement analysis.

We offer a variety of flexible options, which include on-site and remote services, as well as in-person and virtual Zoom training, seminars, and workshops tailored to audiences of all sizes.

We have successfully guided an impressive number of federal employees through the intricacies of their benefits during our comprehensive training sessions.

Furthermore, we offer exclusive one-on-one consultations, which can be conducted in person or virtually. These consultations are customized to delve into the client's specific benefits and their impact on retirement.

Our Comprehensive Retirement Analysis Services

US First Federal is your reliable federal benefits advisor, helping you analyze and plan the following for a secure retirement:

Cost of Living Adjustments
Life and Health Insurance Coverage
Social Security Benefits
Savings and Investment Management

Our detailed retirement benefit analysis, valued at $175, is often available at no cost. Trust us as your SS advisor and Medicare advisor to guide you towards a secure retirement.

Discover More About Our Retirement Planning Services

Regardless of the type of service you need, US First Federal is here to provide the necessary support and guidance, facilitating a smooth transition for federal employees into the retired life they envision.

Our services aim to provide you with a clear understanding of how your benefits will specifically impact your retirement. To learn more about our services and offerings, please contact us.