PSR Assurance, proudly serving clients across the United States and Puerto Rico, is a leading financial advisory firm focused on delivering customized retirement and benefits planning solutions for federal employees and veterans. With a mission rooted in clarity, integrity, and personalized service, we help government professionals navigate the complexities of federal benefits with confidence and precision.
Whether you're just beginning your career in public service or preparing for retirement, our experienced team offers comprehensive financial planning tailored to your federal employment status, life goals, and future security. We blend deep knowledge of government systems with strategic financial insight to empower our clients with the tools they need to make informed, long-term decisions.
Our Core Services
1. Thrift Savings Plan (TSP): We help clients maximize the potential of their Thrift Savings Plan (TSP) accounts through optimized contributions, diversified investments, and strategic planning. Whether you're actively contributing or nearing retirement, our advisors ensure your TSP works toward your goals.
2. TSP Distribution Options: Our team offers step-by-step guidance on TSP withdrawal options in retirement, helping you select tax-efficient, sustainable strategies that align with your lifestyle needs and retirement timeline.
3. Federal Life Insurance: We support clients in selecting and managing federal life insurance programs:
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Federal Employees’ Group Life Insurance (FEGLI) – Life insurance designed for federal employees
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Veterans’ Group Life Insurance (VGLI) – Post-service coverage for veterans
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Servicemembers’ Group Life Insurance (SGLI) – Protection for active-duty military personnel
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Term Life Insurance – Flexible, short-term financial protection
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Index Universal Life Insurance (IUL) & Guaranteed Universal Life Insurance (GUL) – Life insurance with cash value potential and long-term security
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Whole Life Insurance – Lifetime coverage with savings and legacy benefits
4. Office of Personnel Management (OPM): Navigating Office of Personnel Management (OPM) retirement benefits can be overwhelming. We simplify the process, helping you understand and access your full pension, annuity, and survivor benefits as you transition into retirement.
5. Department of Veterans Affairs: Veterans receive expert assistance in accessing and optimizing their Department of Veterans Affairs benefits, including healthcare coverage, disability compensation, and retirement support.
6. Rollover: We offer secure and strategic retirement rollover assistance for rolling over TSP funds into IRAs or other retirement vehicles, ensuring asset growth, tax efficiency, and long-term portfolio strength.
Why Choose Us?
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Federal Benefits Expertise – Deep knowledge of TSP, FEGLI, OPM, and VA programs
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Personalized Financial Planning – Every plan is tailored to your career stage, goals, and family needs
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Trusted Leadership – Founded by Jonathan Pacheco, a recognized financial professional and MDRT (Million Dollar Round Table) member
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Client-First Service – Transparent, supportive, and results-oriented advisory experience
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Proven Results – Thousands of federal employees and veterans served with successful retirement transitions
Let’s Plan Your Future Together
We believe that federal employees and veterans deserve more than generic financial advice. You deserve a trusted partner who understands your benefits inside and out.
Schedule your consultation today and take the first step toward a confident, secure, and well-planned retirement with PSR Assurance by your side.
