We help you make smart choices about your plans and retirement.

We provide seamlessly integrated Wealth Management Services.

Preparing for retirement is much more complex than simply saving money. You need a comprehensive plan incorporating all aspects of your family’s financial picture. This includes integrating the PSRS/PEERS pension decisions into that plan.

• Investment Management
• Financial Planning
• Tax Strategies
• Insurance Planning
• Estate & Legacy Planning
  

We will seek first to understand your family’s unique situation and work with you to develop a financial program specifically tailored to you. We will continue to monitor and adjust that plan throughout your life as your needs and circumstances change.

We Help PSRS/PEERS members individually and In groups.

• Understand the PSRS/PEERS normal retirement benchmarks
• Understand the PSRS/PEERS special initiative: The "Partial Lump Sum Option (PLSO)"
• Understand and research purchase of service credit strategies
• Understand and research the relationship of their Social Security work history to their PSRS/PEERS pension
• Understand and research monthly pension option strategies

Once participants have a clear understanding of the system, we advise them on strategies as they plan and prepare for the retirement they deserve.