Welcome to
RETIREMENT
Now...how are you going to pay for it?
Whether you're planning for your future financial retirement or just trying to find out how to extend an existing one - we'll work with you to find a strategy that will fit your individual goals. The key is building the plan beforehand so there's no need for guesswork!
Your Transition Into Retirement
Is my retirement safe from market losses, legislative risk and inflation?
Is there anything I can do to manage the risk of long-term care in retirement if I don't have Long Term Care Insurance?
How do I make sure my retirement income goes as long as I do?
How can I successfully get my money to multi-task in retirement?
What can I do to financially protect my family at my death?
Federal Employee Benefits
We help pre-retirees take advantage of their full potential when it comes to maximizing their federal retirement benefits. Our company builds individualized reports so clients can understand what their personal benefits will look like in retirement
It doesn't matter if you're thinking about retiring in one year or twenty-five years - we will show you everything there is to know about your future retirement!
-
Retirement pension including spousal benefits
-
FERS Special Retirement Supplement (SRS)
-
Thrift Savings Plan (TSP)
-
Compare Social Security options at 62yrs old and your full retirement age.
-
Explore different retirement ages and the effect it would make on your financial retirement.
-
FEGLI (Group Life Insurance)
-
FEHB (Health Insurance)
PUGET SOUND RETIREMENT
Julie Wallerich studied business management at Washington State University and has over 30 years of combined finance, insurance, and mortgage experience.
Specializing in the needs of federal employees for the past 10 years, Julie and her team understands the detailed workings of a federal retirement. They enjoy helping clients maximize their individual retirement plans and works with a national group of professionals that provide the most comprehensive, up to date financial information available.
Julie's focus is to provide an objective and transparent understanding of the financial options available to her clients.
"Approaching your financial retirement on an individual basis...
one product; one company; one solution does not fit all".