Ready to make wise decisions about your retirement?

It’s time to plan ahead and get customized guidance on PSERS and all the areas of your financial life.

Partner with a Certified Financial Planner® to create a personalized retirement strategy so you avoid mistakes and answer the big questions

  • When can I retire and how is my PSERS pension impacted?
  • What should I do about health insurance coverage?
  • Will I have enough income in retirement?
  • How can I pay as little tax as possible?
  • What is the best investment strategy for me?

Retirement can be complicated for PSERS members

Retirement Timing

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.

PSERS Decisions

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. 

Health Insurance

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.

Taxes

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.

Investment Strategy

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.

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.

Meet Your Advisor Team

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.

Book your Call

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The information provided in this website is not endorsed or approved by the Pennsylvania Public School Employees Retirement System (PSERS). TeachersRetire is not endorsed by, approved or affiliated with PSERS. Personal Wealth Advisory, LLC is an independent Registered Investment Advisor that works with PSERS members and is not endorsed by, approved or afflilated with PSERS. TeachersRetire is affiliated with Personal Wealth Advisory, LLC.

Advisory Services offered through Personal Wealth Advisory, LLC, a Registered Investment Advisor. Securities offered through Geneos Wealth Management, Inc., Member FINRA/SIPC.  Teachers Retire is affiliated with Personal Wealth Advisory, LLC. Check the background of this investment professional on FINRA’s BrokerCheck The information provided in this website is not endorsed or approved by the Pennsylvania Public School Employees’ Retirement System (PSERS).  Personal Wealth Advisory, LLC is an independent Registered Investment Advisor that works with PSERS participants and is not affiliated or endorsed by PSERS.  Teachers Retire is affiliated with Personal Wealth Advisory, LLC. Personal Wealth Advisory and Geneos Wealth Management do not provide tax or legal services.  Individuals should seek advice from their own tax or legal counsel..