Your Benefits Analysis

  View a sample benefit analysis now

To get started:

  • Click on the link below and complete as much information as possible.

 
- or -

  • Download a blank anaylsis form below and complete as much information as possible.  Then fax it to (443)433.0747.**

 Download An Analysis Form

 

If you have any questions or would prefer to complete the form over the telephone please contact us at (800)752.8992.

 

For more information about your Social Security Earnings Statement, go to www.ssa.gov

For more information about your Thrift Savings Plan Statement, go to www.tsp.gov

**These faxes and any attachments are intended only for the individual or company to whom they are addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of these faxes, you are hereby notified that any use, dissemination, or copying of this fax or the information contained in this fax is strictly prohibited by the sender.

As a Federal Employee, the foundation of your Financial Plan is your Federal Benefits. Livingston can provide a detailed analysis of those benefits to help you understand and interpret how these might affect your financial future. Glenn and Michael will work with you to create a plan that is tailored specifically to your financial goals.

Within a few business days Michael or Glenn will contact you to gather any additional information necessary to complete and deliver your personalized Federal Employee Benefits Analysis.