TeachersRetire is on a mission to make retirement easier for Pennsylvania educators. We believe that every PSERS member should have access to all the information they need to feel confident about retirement and make wise decisions. We’re doing this by creating free educational tools and resources in the form of articles, videos, toolkits, webinars and in-person speaking sessions that help to simplify complicated retirement and financial topics. The goal is for you to retire on your terms and feel great about the next phase of your life!
For educators who want more customized advice and guidance, we provide one-on-one retirement consultations and personal financial planning through Personal Wealth Advisory, LLC. For over 30 years, the financial advisors at Personal Wealth Advisory have been helping PSERS members make pension decisions, navigate the PSERS retirement process, pay less in taxes and design investment strategies. Our focus on the unique planning challenges and opportunities of retiring PSERS members has allowed us to help many people who are in the exact same situation as you. This means you get experienced guidance from advisors who are knowledgeable about the pension, health insurance benefits, 403(b) and other financial topics that are top-of-mind for retiring educators.
It’s important to know that TeachersRetire is not affiliated, endorsed or approved by PSERS. Financial planning and personalized advice are offered through Personal Wealth Advisory.
Andrew is a CERTIFIED FINANCIAL PLANNER® and partner with Personal Wealth Advisory and has been helping PSERS members retire for over 10 years. He helps educators navigate the retirement process and make wise pension, tax and retirement decisions along the way.
Andrew’s goal in creating TeachersRetire was to make retirement easier for Pennsylvania educators by offering helpful, no-cost resources and customized advice for those who want more in-depth help.
Grace is a CERTIFIED FINANCIAL PLANNER® with Personal Wealth Advisory. She focuses on helping our clients feel informed and confident as they approach retirement.
She partners with PSERS members to answer their big retirement questions about the pension, contributions and interest, taxes, health coverage retirement income, investment strategy and how they can have the retirement of their dreams.
Chris helps our retired clients with investment, retirement and tax planning. With over 25 years at Personal Wealth Advisory, Chris has helped our clients through many of their life transitions and is like family to those he serves.
Steve is a CERTIFIED FINANCIAL PLANNER® with Personal Wealth Advisory and helps retirees make wise decisions about their income, taxes, investments, estate plan and insurance.