Getting close to retirement?
You probably have a few questions needing answered.

Sometimes, you just need a little help to get going. Let’s talk.

A Retirement Readiness Call is your opportunity to ask questions and see if we’re a great fit to help you navigate retirement.

How does it work?

Book your call

The first step is to choose your date and time. You can self-schedule online below. While setting up your call, you will choose either a phone call or Zoom meeting. You’ll receive a follow up email confirming your date and time and an introduction to your advisor.

Get ready

Next, you’ll receive an email with a list of information and documents to gather before your call. These include your most recent PSERS Statement of Account and your Retirement Estimate, if necessary. 

Ask and learn

During your Retirement Readiness call, your advisor will help you make sense of your PSERS benefits, answer your questions and advise on the next steps you should take in the retirement process.

What will we talk about?

We’ll dive into your specific PSERS and retirement situation by talking about your ideal retirement timing and PSERS benefits. There are other areas of your financial life that are just as important like taxes, Social Security, health insurance/Medicare, investments. We’ll make sure to discuss how your retirement will impact your entire financial picture.

Who is my advisor?

During your Retirement Readiness Call, you will speak with a Certified Financial Planner® who is experienced in PSERS and has helped dozens of PSERS members just like you retire successfully.

How do I get started?

We’re ready if you’re ready! All you need to do to get started is self-schedule your Retirement Readiness Call. We’ll handle the rest.