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.
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.
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.
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.
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.
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.
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.
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..