TESTIMONIALS

Our customers appreciate how
ACCURATE
COMPREHENSIVE
EASY
HELPFUL
our software is.

“I highly recommend”

Brian Whitaker, Financial Advisor

I have used FEDRETIRESOFTWARE for the last several years and it has helped me to provide some of the most accurate retirement estimates for the federal employees that I work with.   

I highly recommend that you use this if you are working with Federal Employees and their benefits.

 

“My long-term ‘living in retirement’ planner”

Dawn L, Federal Employee, DOL

I’m very pleased about this software because even though I retired in September 2016, I find the overall planning and “what if” scenarios really helpful.  I use the program as my long-term “living in retirement” planner.  It’s simple enough to use but detailed enough that there is a real financial plan for my (and my husband’s) retirement.  

I have worked in the private sector and at several different federal agencies which is why I like this software especially.  I can track my private sector sources, fed retirement and husband’s retirement.  I think it’s a great planning and execution calculator.

 

“Comprehensive, easy to work with & accurate”

Adele Parker, Financial Advisor

I have been using the Federal Retirement Calculator for my consulting business for over 10 years.  It is comprehensive, easy to work with and gives a very accurate idea for retirees to count on.  I have had numerous clients say I came within just a few dollars of what their retirement amount was.  

I am glad I found this product; it is very helpful to me when clients depend on an accurate number. 

 

“Thank you for this product”

Tom B, Retired Federal Employee

Just want to thank you for this product and support over the past several years.  I have used the software adjusting dates and values, and developed a well-rounded retirement plan.  I retired and received my final report from OPM and there was only a difference of $124 overall in the values between the program and what OPM states my monthly total annuity is (FERS).  It was primarily the federal tax figures I had used in the program that caused the delta. 

Great program and really a minimal investment for what it does.  I have recommended the program to many prior to my retirement and hopefully they took that advice.

 

“Key to my success”

Lou Vaz, Financial Advisor

To succeed as a financial advisor, there are two requirements – a good market and a means to attract and service prospective clients.  The Federal employee market is the best market that I have seen in my 40 years as an advisor.  It has allowed me to be one of the top advisors at my brokerage for the past several years.  

I could not have been as successful in this endeavor without the help of Fed Retire Software.  It not only solidifies prospects as future clients, it also supplies a never-ending trail of referrals, leaving me with the problem of not “who to see” but how to find the time to follow up with everyone asking for help.  

Fed Retire Software has truly been the key to my success.

 

“I’m grateful for the detailed planning”

John S, Federal Employee, DOJ

I’ve been a customer for several years and have shared the link to your website with my fellow employees. I’m grateful for the detailed planning your software has provided and will be retiring this fall.

The information in the detailed reports provided by the benefits calculator has been influential in setting my target retirement date.