PSR Assurance - San Juan, Puerto Rico

PSR Assurance is a financial advisory firm specializing in retirement planning for federal employees and veterans across the United States and Puerto Rico. We provide expert guidance to help clients navigate complex federal benefits, maximize their retirement savings, and achieve long-term financial security.


We assist with Thrift Savings Plan (TSP) management, helping federal employees maximize contributions, optimize investments, and plan tax-efficient withdrawals. Our Federal Life Insurance services cover FEGLI, VGLI, SGLI, and additional options like Index Universal Life (IUL) and Whole Life Insurance to protect families and assets.
For those retiring or transitioning, we simplify Office of Personnel Management (OPM) retirement benefits, ensuring clients fully understand their  

Show more

pensions, annuities, and survivor benefits. We also help veterans maximize Department of Veterans Affairs (VA) benefits, ensuring access to essential financial and healthcare resources. Additionally, our rollover services guide clients in transferring TSP funds into IRAs or other investment options, ensuring continued growth while minimizing tax liabilities.


PSR Assurance offers specialized expertise in federal benefits, ensuring that clients receive tailored financial solutions based on their unique needs. We are committed to transparency, integrity, and client-focused service, helping federal employees and veterans make informed financial decisions for a secure future.


Our vision is to empower federal employees and veterans with financial clarity and confidence, ensuring they secure a stable and prosperous retirement.

Our mission is to provide comprehensive, customized financial solutions, simplifying federal retirement planning and maximizing benefits to ensure long-term financial security.


Take control of your financial future with PSR Assurance. Schedule a consultation today and let our experts guide you in optimizing your federal benefits, retirement savings, and investment strategies for a secure and stress-free retirement!