We are PSR Assurance

Connect with a team of the best financial and retirement advisors for federal employees. Our solution-driven approach and reliable financial strategies ensure manifold savings and secure your future.

About Us

PSR Assurance: Trusted Financial & Retirement Consultants for Federal Employees

PSR Assurance is a group of MDRT-certified financial and retirement consultants specializing in federal government employee benefits. Recognized by the Million Dollar Round Table (MDRT) for excellence, we simplify retirement plans within the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS)—without any federal affiliations.

We guide federal employees through investment and life insurance benefits, including the Thrift Savings Plan (TSP), Federal Employees’ Group Life Insurance (FEGLI), Federal Employees Health Benefits (FEHB), and Social Security Benefits.

Our MDRT-certified advisors ensure you invest in the best retirement funds, accurately calculate annuities, and maximize returns after retirement.

Talk to our experienced financial advisors at PSR Assurance for FREE guidance in the U.S. or Puerto Rico and make smart investment decisions for long-term financial security.

Secure your financial future with a trusted, MDRT-certified team—because your retirement deserves the best!

Our History

We started with humble beginnings in 2015. PSR Assurance began as a financial advisory firm in Puerto Rico attending to the financial and retirement needs of federal employees. In the beginning, we had 199 members, and over 9 years, our team has expanded to 1555 members.

Our vision is to provide professional financial consultation to federal employees throughout the US and Puerto Rico to achieve their long and short-term goals.

We are devoted to customer satisfaction and put our client’s requirements at the center of our strategies.

Our mission at PSR Assurance is to maximize your returns on investment after retirement. We help to minimize tax deductions on each investment plan. Our retirement planning services are oversimplified to help you understand the benefits better.

Talk to a PSR Advisor

Why Choose Us

Get a free consultation for any one of our services.

Guarantee on Federal Retirement Plan Benefits

Federal employees can trust us to access the benefits of TSP, FEGLI, FEHB, and all types of federal retirement plans in the US.

Distinguished Retirement Planning

We curate the best financial strategies to help federal employees and veterans access the most of their retirement savings plan.

Profitable Distribution of Thrift Savings Plan (TSP)

Invest in the best TSP funds to grow your savings in retirement. Check out the rules for TSP distribution and rollover options to take control of your future.

Choose The Right Government Investment Plan

We have the expertise to help you invest in the right plan based on your retirement requirements. Some common investment plans are Thrift Savings Plan, Social Security Benefits plan, FEHB, FEGLI, and 457(b).

Simplified OPM Processes

Transition into your retirement stage smoothly with our expert assistance in the Office of Personnel Management health insurance plans and retirement services.

Dedicated and Consistent Support

From enrollment to retirement, we take care of your financial decisions throughout the federal employment journey.

Our Union Affiliates

As a trusted insurance consultant , we are proud to be affiliated with a range of prestigious unions that reflect our commitment to providing quality service to their members .

Director’s Note

“We are committed to creating customized retirement strategies to meet your financial goals with utmost peace of mind and clarity throughout your federal employment journey.”

Jonathan Pacheco

CEO & Founder

Luis MaldonadoCEO of Maldo Group & Partner

Ronaldo PaduaAuthorized representative & collaborator of PSR Assurance

Michael GonzalezCEO of PSR Retirement Service LLC & Partner

Joel MercadoCEO of JM GLOBAL

Angel RiveraAuthorized representative & collaborator of PSR Assurance

Mae MartinAuthorized representative & collaborator of PSR Assurance

Diana ReyesAuthorized representative & collaborator of PSR Assurance

Do you want to be a financial role model?

If you are interested in participating in PSR’s interviews and getting your testimonials highlighted, click the contact button to schedule a discussion session with us. We resolve your queries and problems efficiently.

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