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Member Resources
More info coming soon! Since launching in January 2026, our membership has been steadily growing with new educational resources and insights. We’re committed to regularly adding fresh articles and materials to keep you informed and ahead of the curve. Be sure to check back often for the latest updates and to stay as up-to-date as possible.
What’s Included in Your TSP Mentor Membership
Your membership is designed to give you something federal employees rarely receive: ongoing, personalized TSP guidance from a Fiduciary and specialist who understands the federal system from the inside out. This isn’t generic financial advice. It’s federal‑specific, retirement‑focused, TSP Advice. It will be built around your real career, your real benefits, and your real goals.
A Complimentary Copy of The Educated Fed
Members receive the latest edition of The Educated Fed, your go‑to guide for understanding FERS, TSP, FEHB, Social Security, survivor benefits, taxes, and the retirement lifestyle. It’s the foundation for everything we’ll build together.
Four Scheduled Strategy Calls With a TSP and Federal Benefits Advisor
You’ll meet quarterly with a trained Federal Benefits and Retirement Specialist who understands the nuances of your service, your SCDs, your TSP, and your retirement trajectory. These calls are structured, intentional, and focused on helping you make smart, confident decisions throughout the year.
Personalized TSP Allocation Guidance
Your TSP is the engine of your retirement. Members receive tailored feedback on:
Current allocations, Risk exposure, Contribution strategy, Market conditions, Lifecycle and long‑term planning.
This is not “one‑size‑fits‑all.” It’s your service, your timeline, your goals.
The ExFed® Success Strategy Applied to Your Life
Every member receives ongoing support through our four‑step framework:
Appreciate — We understand your federal story and what matters most.
Educate — We translate your benefits into clear, confident decisions.
Initiate — We help you implement your personalized strategy.
Insulate — We protect your plan with risk, tax, and estate considerations.
Exclusive Educated Fed Swag
A small thank‑you for being part of the community—something you can keep on your desk or carry with pride.
Members‑Only Access
You’ll receive priority scheduling, early access to new tools and resources, and exclusive updates designed to keep you ahead of the curve as a federal employee planning for retirement.
