Step One:

Thinking of Retiring?

“How much will my annuity be?”

“How much less will my retirement check be than my current check?", and

“Can I even afford to retire?”

Retirement Estimate Report

I offer a comprehensive report that will provide you with estimates of your projected FERS annuity, your Retirement Annuity Supplement, as well as your TSP balance in the future. This report is in excess of 20 pages and provides enough detail for those that really want to analyze every component. There are even additional resource links for further research.

However, we realize not everyone wants to spend hours diving into numbers. For those that want to look at just big picture numbers, there are summary pages.

Income Now vs. Income in Retirement

We will do an in-depth comparison of your pre-retirement income with your pension income in retirement. You will be shown in detail the ballpark target salary (or income replacement) you will need in retirement to net the same pay you are currently earning.

Think of it as a personal retirement seminar tailored specifically to YOUR situation with your numbers.

If you would like to see a PARTIAL sample report, click on the button below.

(Not all pages of an actual report are shown in the sample.)

Step Two:

Obtaining the Report

If you are interested in obtaining a report based on your numbers and your specific situation, you probably have questions on how the process works.

I have the answerS

Please click on the box below to download a Detailed Information Sheet that explains the service in detail, as well as the cost. (It’s $300).

If, after you have reviewed the information, you feel that the service suits what you are looking for, please email conner@barfieldfinancial.com and we will send you paperwork to get started.

Step Three:

Putting it Together

AKA, How to get peace of mind:

You will receive a private link to a YouTube video where I walk you through a report page by page.

This is a change from before. This product now allows you to go back and review the video as many times as you want. And to also show it to your spouse so they can learn as well. No need to schedule/coordinate time out of your busy schedule.

confidence removes stress.