To Request Appointment, Call (650) 262-0130
Request Appointment
Request Appointment
The Key2Retire Formula

The Key2Retire Formula® is a three-step method to help Federal employees prepare for retirement. It integrates FERS/CSRS retirement education with a personalized benefits analysis and specialized thinking tools to help you achieve strategic retirement preparation.

Our approach is hands-on; it includes the support of a dedicated advocate to oversee the details and help you identify what may be the most favorable benefits to choose.

FERS Benefit Guide

The Key2Retire Formula® Toolkit

A FERS/CSRS benefit guide designed to increase your understanding of Federal retirement benefits and build financial literacy.

Retirement Planning Interview

The Key2Retire Formula®  Conversation  

Starting with your potential retirement date and utilizing The Key2Retire Formula® Scorecard, organize your FERS/CSRS benefits to help support your retirement goals.

TSP Savings Goal

The Key2Retire Formula®
Pension Check Navigator

Helps you to gauge your retirement readiness and savings preparation.  The Pension Check Navigator provides a method to calculate your estimated TSP savings goal.

Request Appointment

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