About Us

Retirement Planning Assistance

As a public employee, each year you are eligible for a personalized appointment with a representative who will provide you with answers to your specific state, federal and individual retirement benefit questions.

You will receive complimentary information that will tell you:

Your expected income from TRS/PERS/PERSI when you retire.
How much longer you will have to work.
How you can save more money for retirement, without affecting your take home pay.
Which 403(b) options have Guaranteed income when you retire.

Our Analytical Approach

Our service includes a comprehensive consult to help identify gaps and opportunities, and results in a comprehensive report that includes a plan with how to help achieve your retirement goals. Our individualized plans are made up of comprehensive reports that will help you get closer to your goals.