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Federal Retire Stack

Find Your Federal Retirement Advisor

Tell Alex what you're working through. Get matched with a CFP who knows FERS and CSRS inside out — at no cost to you.

🏛️ FERS & CSRS specialists 📍 Matched by region 💬 No forms — just a conversation 🔒 No financial advice from us
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Alex — Federal Retirement Guide
Active · Federal Retire Stack
RetireStack educates and refers.
Not a financial advisor.
🎯

We found a match for you

A federal benefits specialist in your area is ready to help.

Send advisor info to your email

We'll also send your federal retirement checklist. No spam — ever.

🎉
You're all set!

Your advisor will reach out within 1 business day to confirm the time.

Run Your Federal Pulse Analysis →
Press Enter to send · Alex gathers your info naturally
How It Works

Free advisor matching in under 5 minutes

1

Talk to Alex

Alex asks about your agency, years of service, retirement system, and what's on your mind. No forms.

2

Get Matched

We match you with a vetted CFP or fee-only planner who specializes in FERS/CSRS near your federal employment center.

3

Warm Handoff

Your advisor gets your conversation summary. No repeating yourself — they're ready to help from minute one.

4

Free Consultation

Initial consultation is free. You choose whether to engage further. No pressure, no obligation.

Referral Tiers

What happens with your information

We only store what's needed to connect you with the right advisor. Your data is never sold. Conversation details are anonymized for our research data set.

Tier 1

Information Seeker

Guide + email resources
  • Federal retirement checklist
  • Agency + service years captured
  • Email nurture sequence
  • Light advisor introduction
Tier 2 · Most Common

Warm Lead

Matched to an advisor
  • Full qualification via conversation
  • Geographic advisor match
  • FERS/CSRS specialist pairing
  • Conversation summary sent to advisor
Tier 3

Consultation Booked

Meeting confirmed
  • Everything in Tier 2
  • Consultation scheduled
  • Advisor gets full briefing
  • 1-business-day response SLA
Tier 4

AUM Partnership

TSP rollover tracking
  • Revenue share on AUM
  • TSP rollover facilitation
  • Long-term advisor relationship
  • Coming soon
Advisor Network

Who we work with

We partner with advisors who have deep expertise in federal benefits — not generalists who stumbled into a federal client.

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CFP Federal Specialists

Certified Financial Planners with dedicated federal retirement practices. Knows FERS supplement, SRS, and OPM rules cold.

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Fee-Only Planners

No commissions. Flat fee or AUM only. Aligned incentives — they win when you make the right decision.

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Local Independent Advisors

Near federal employment centers (DMV, San Antonio, Colorado Springs, Hampton Roads, and more). Local knowledge matters.

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TSP Rollover Specialists

Annuity companies and IRA specialists who understand the TSP withdrawal options and how to optimize the rollover decision.

Disclaimer: RetireStack is an educational platform. We do not provide financial, tax, or legal advice. The matching service connects you with independent financial advisors who may charge fees for their services. We may receive referral compensation when a match is made. All advisors in our network are independent and not affiliated with RetireStack. Always verify an advisor's credentials and fee structure before engaging their services. Federal retirement rules can be complex — working with a specialist is strongly recommended.