Ingenuity Financial Partners

IFP Information Request

 I want to take control and learn more about my benefit package and how to get the most out of my money.

 I would like a free individual consultation and retirement assessment.

First Name: Last Name: Suffix:
Date of Birth: SCD (Hire Date with Federal Gov’t):
I am:  FERS CSRS CSRS Offset FERS Transferee Pay Grade:
Employing Government Agency Desired Retirement Date
Preferred Email Address: Preferred Phone:

I would like to know more about (Check all that apply)
 When is the best time for me to retire What will my FERS/CSRS Pension Annuity Payment be each month in retirement Is Pension Maximization an option for me Survivor Annuity Election What happens if I retire before Minimum Retirement Age I would like guidance with my TSP fund selection/allocation What options do I have with my TSP when I retire When is the best time for me to take Social Security How much am I paying for FEGLI and how much will it cost in retirement I still need life insurance, but is coverage under FEGLI the best for me What is “Hybrid” LTC coverage What changes coming out of Washington DC may affect me in retirement