We can arrange a day of individual consultations
in your office, or a personalized benefits review/retirement estimate at our Spokane office or at your home via Zoom.
Currently individual consultations all across the country are available via phone or Zoom video call. 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 information from the website which shows balances by individual funds. 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, then save it before emailng to
retirelady@asisna.com in to get things started.
Download Consultation Worksheet
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