PSR Assurance

PSR Assurance offers expert financial planning for federal employees in Puerto Rico and the U.S., helping clients maximize TSP, federal life insurance, rollover and retirement benefits with personalized strategies for long-term financial security.

PSR Assurance is a financial advisory firm specializing in financial planning for federal employees in Puerto Rico and across the United States, delivering tailored strategies to help clients achieve long-term retirement security. We are committed to helping federal employees and veterans navigate the often-complex world of retirement planning and benefits optimization. With a personalized, expert-driven approach, we assist clients in maximizing their Thrift Savings Plan (TSP), federal life insurance, pension entitlements, and more—ensuring a clear, confident path to a secure financial future. 

Company History

Founded by professionals with deep experience in federal retirement systems, PSR Assurance was built to fill a vital need for custom financial guidance tailored to federal employees and veterans. Recognizing the lack of personalized retirement planning within the public sector, we’ve helped thousands of clients confidently transition into retirement with services designed around clarity, simplicity, and long-term success.

Our Services

1. Thrift Savings Plan: We provide expert guidance on TSP account management, including strategies to maximize contributions, diversify investments, and grow retirement savings over time.

2. TSP Distribution Options: We help clients understand their TSP withdrawal options in retirement, ensuring they choose tax-efficient, sustainable distribution strategies that support financial longevity and lifestyle goals.

3. Federal Life Insurance: We specialize in federal life insurance programs including:

FEGLI – Life insurance program tailored exclusively for federal employees, offering essential financial protection

VGLI – Post-service life coverage for veterans

SGLI – Protection for active military members

IUL & GUL Insurance – Flexible, growth-oriented policies

Whole Life & Term Life Insurance – Reliable protection with added savings potential

4. Office of Personnel Management (OPM): We provide comprehensive support in navigating Office of Personnel Management retirement services, helping federal employees understand and optimize their pensions, annuities, and survivor benefits for a smooth retirement experience.

5. Department of Veterans Affairs (VA): We assist former service members in accessing and maximizing their Department of Veterans Affairs benefits, including financial, healthcare, and disability support that may be critical to their retirement security. 

6. Rollover: Our advisors guide clients through the retirement rollover process, ensuring seamless, tax-smart transfers from TSP accounts into IRAs or other qualified investments to maintain asset growth and preserve value.

Why Choose Us?

We’re not just another financial firm—we specialize exclusively in federal employee and veteran retirement planning, giving us a unique advantage in understanding complex benefits structures. Our solutions are rooted in transparency, expertise, and personalization, and we’re deeply committed to ensuring our clients make informed financial decisions that support long-term wealth and peace of mind.

Vision & Mission

Our vision is to be the most reliable partner in federal retirement planning, enabling every client to retire with clarity, confidence, and financial independence.

Our mission is to deliver comprehensive and customized financial solutions that simplify federal benefit systems, enhance retirement strategies, and support lifelong financial well-being for federal employees and veterans.

Get Started Today!

It’s never too early—or too late—to secure your future. Schedule your free consultation today, and take the first step toward a strong, stress-free retirement guided by trusted professionals.