COVID-19 Special Pricing

A completed Federal Benefits Data Collection Form is a prerequisite for the 1-on-1 Briefings.  This form should be downloaded and completed prior to scheduling your appointment.  The form is in fillable - PDF format and requires information from your Leave and Earning Statement, Thrift Savings Plan Statement, Social Security Estimate, Record of Military Service (if applicable – DD Form 214), etc.  This information is used to generate a reasonable retirement income estimate.  No personal information will be shared with 3rd parties IAW our Information Privacy Policy.  Please email us if you have any questions or concerns at contact@wikkmo.com