Request your Federal Benefit Comparison.
Pick a time below for a friendly 30-minute call with our team. No products, no pitch — just a chance for us to learn about your federal career and where you want to go from here, so we can build your Federal Benefit Comparison.
Pick a time that works for you
Click a 30-minute slot below. You'll get an email confirmation with the phone number for your call.
Trouble loading the scheduler? Open it in a new tab or call 801.210.2800.
You'll be talking to a real human.
Our team has spent years working with federal employees on FERS, TSP, FEHB, FEGLI, and Social Security. We're a fee-based fiduciary specializing in federal benefits — so this call is just a conversation, not a sales meeting.
What to expect from your call
Thirty minutes is plenty of time to get clarity on where you stand — and decide whether the next step in your Federal Benefit Comparison makes sense.
30 Friendly Minutes
A relaxed phone conversation — not a high-pressure sales call. We'll get to know you and your federal career.
No Sales Pitch
We're a fee-based fiduciary specializing in federal benefits — this is a real conversation, not a high-pressure pitch. Whether you take a next step is entirely your call.
Federal-Specific
FERS, TSP, FEHB, FEGLI, Social Security coordination — the systems your typical advisor isn't trained on.
What we'll cover in 30 minutes
A friendly fact-finder so we have the details we need to build your Federal Benefit Comparison.
- Where you stand today — career stage, FERS years of service, target retirement date
- Your federal benefits today — TSP balance and allocations, pension elections, survivor benefits, FEHB-to-Medicare, Social Security timing
- What your Federal Benefit Comparison looks like — a clear view of how your benefits work together for retirement
- Next step — only if it makes sense — a deeper planning session, or simply the resources to keep going on your own
Prefer to schedule by phone? Call 801.210.2800
Monday – Friday, 8:30 AM – 5:30 PM Mountain