Here are your next steps to prepare:
-
REQUIRED: Complete Data Collection Form
If you are a federal employee, please complete the FRS Data Form.
Otherwise, please complete this TWM Data Form.
-
Submit Relevant Documents
Please submit any relevant documents to the secure Dropbox below. These items will assist in preparing for your meeting, along with producing your retirement projection reports.
Helpful documents include:
- Leave & Earnings Statement (LES)
- Social Security Estimate
- TSP Statement (please ensure it includes both your account balance and your fund allocations, such as G, F, C, S, I, and L Funds)
- 401(k) or other retirement account statements and any outside investment or bank account statements.
Frequently Asked Questions (FAQ)
Who will I meet with?
During your scheduled appointment, you will have the opportunity to meet with one of our highly experienced financial advisors.
Additionally, our dedicated Client Services Team will be available to assist you with any meeting preparations, rescheduling needs, as well as any other general inquiries or questions you may have.
Can my spouse or partner join the meeting?
Yes, absolutely. Your spouse or partner is welcome to attend the meeting, and we can generate reports that encompass retirement projections for the entire household.
Additionally, if desired, we can provide separate reports for both you and your spouse/partner.
Are you a fiduciary?
Yes. As a fiduciary, we put your interests above our own, disclosing fee structure, compensation guidelines, and any other (potential) conflicts that could influence your decision to use our service.
Do you offer long term financial planning and investment management?
Certainly! Following your second meeting in the initial consultation process, you and your advisor will have a conversation about the next course of action. If it's a suitable match for both parties, we would be delighted to welcome you as a valued client.