Caleb Daggett is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC. Caleb Daggett and CoreCap Advisors are separate and unaffiliated entities.
Retirement Made Easy With CSA
Navigate your federal retirement with confidence. You’ve earned it.
Helping federal employees maximize their retirement potential through strategic income planning, asset protection, and tax-efficient solutions
We Are Experts in Strategic Retirement Planning for Federal Employees
Navigating Your Federal Benefits as You Approach Retirement
At Commonwealth Strategy Advisors, we help Federal Employees eliminate the guesswork and transition confidently into retirement.
We will never charge for assistance (see FAQs), and our recommendations and solutions will be tailored to you and your unique situation. You’ll receive personalized pension and benefit projections, expert assistance with retirement paperwork, strategic income planning, and comprehensive investment management advice—all from a licensed financial advisor committed to the fiduciary standard of putting your interests first.
1. Review Your Retirement Plan:
- FERS Participants: Understand your Basic Annuity, Social Security benefits, and Thrift Savings Plan (TSP) accounts.
- CSRS Participants: Focus on how your final salary and years of service affect your annuity, and understand your TSP account.
2. Compare Retirement Scenarios
- Analyze the financial impact of starting Social Security at age 62 vs. reaching full retirement age.
- Use tools available on TSP.gov or consult a financial advisor to project your future income.
3. Engage in Retirement Planning Seminars
- Many Federal agencies and external organizations offer workshops to help you understand benefit calculations, tax implications, and FEHBP (Federal Employees Health Benefits Program) options, or the PSHBP starting in 2025 for USPS employees.
4. Seek Expert Advice
- Working with a financial advisor who specializes in Federal retirement planning ensures you tailor your strategy to your unique situation.
Commonwealth Strategy Advisors
Interested in attending an educational retirement planning seminar?
No cost, no obligation.
At Commonwealth Strategy Advisors, we want to equip you with the insights and resources necessary for a prosperous retirement journey. Join one of our workshops today and embark on the path to your retirement dreams.
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See How We Help Our Clients
Navigate your Federal Retirement with Confidence. You've earned it.
With one-on-one attention, each client is provided with the best possible plan that suits their needs.
At CSA Financial, we are committed to helping Federal employees like you navigate the complexities of retirement planning. Contact us today to schedule a consultation and take the first step toward a secure and prosperous retirement. Talk to us about the following:
Navigating Your Federal Benefits
It’s what separates Commonwealth Strategy Advisors from the others.
At CSA Financial, we specialize in guiding Federal employees through their retirement process, empowering them with knowledge and actionable strategies.