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Request an Individual Consultation

In addition to our already scheduled seminar programs, we can arrange a day of individual consultations in your office, or a personalized benefits review/retirement estimate at your Eastern Washington kitchen table or our office. Long distance individual consultations all across the country are via phone. Use the contact us form to send a request to schedule.

To prepare for an individual consultation, you will need a recent pay stub, your latest Social Security Statement, and a current TSP print. If you have temporary service or breaks in service, actual dates of service will be helpful. If you have both traditional and Roth TSP, you will need to print the middle balance tab from the website which shows balances by taxed source.
  
If you are a FERCCA employee, you will need all your correspondence from the FERCCA board.
 
Prior to the consultation you will need to complete and mail/fax/email your completed data gathering worksheet to us. Download and complete the worksheet below and send it in to get things started.

click here to download Consultation Worksheet

Personnel Solutions Federal Benefits Counseling
3403 S Tekoa St, Spokane, WA 99203
Phone: (509) 993-2283 Fax: (509) 651-1946