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Retirement Strategies Made Simple

Once and for all, we can help you check off retirement planning from your list.


strat·e·gy noun \╦łstrat╔Öj─ô/ 
: a careful method for achieving a particular goal usually over a long period of time.

A remarkable retirement strategy focuses upon the outcome you are striving to achieve and at the same time helps you avoid pitfalls that may be dangerous to your retirement goals. A sound strategy is a future-focused method with three key elements: 

PLANNING:  a carefully developed map of your personal retirement objectives.

PREPARATION:  a systematic approach to identify and complete each step needed along the way to be ready for your retirement. But, what if it's missing

KNOWLEDGE:  experience, resources and tools needed to construct a long-term method to achieve favorable retirement goals.

Our proprietary method, The Key2Retire Formula®, encompasses all three key elements to help Federal employees to plan for a satisfying retirement.  Learn how this future-focused process is designed for FERS employees who want to optimize their benefits so that they can have security, flexibility and relaxation in retirement.

Retirement Preparation
Retirement Knowledge
Retirement Planning
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The Monroe Team, Inc. is a Registered Investment Adviser doing business as Keystone Advisory Group, Keystone Planning Partnership and THE KEY2RETIRE FORMULA®. Advisory services are only offered to clients or prospective clients where The Monroe Team, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Monroe Team, Inc. unless a client service agreement is in place.  Kelly Lisa Monroe CA Department of Insurance License 0E40254.

THE KEY2RETIRE FORMULA® is not affiliated with, endorsed or sponsored by the Federal Government or any US Government agency. THE KEY2RETIRE FORMULA®  FERS Toolkit, CSRS Toolkit, Scorecard, and Resource Checklist are educational only. No specific financial or retirement advice is being offered. The material presented is as current as possible, but is necessarily generalized. Facts and opinions are based on research and experience, but are not endorsed by the Federal Government. It is recommended to consult with your personnel office and/or the Office of Personnel Management (OPM), Retirement Office.

Keystone Planning Partnership | 2440 Bert Drive Bldg 200 Ste 204 | Hollister, CA  95023 | Toll-Free 800.878.1964 | 650.262.0130