We serve the retirement needs of state employees in California
We are a group of state-licensed professionals who provide projection and analysis of the State Teachers Retirement System (STRS) and the Public Employees Retirement System (PERS).
We work with employees of school districts, colleges, universities, and other public institutions throughout the state of California, and we are in the process of expanding our network to other states.
Our electronic scheduling program saves you time and accommodates the unique schedules of teachers and other public employees. When you do meet with one of our state-licensed agents, bring your questions and concerns. Our agents are fully trained in the financial and statistical analysis and projections you will need. Many of our agents bring additional experience as former state employees and educators in the systems they now help their clients navigate and get the most out of.
Contact us today to start a conversation about your retirement package and needs.Our Services Include
A detailed computerized projection of retirement benefits on an individual basis
Review of all four options of retirement income for projected ages of 55-70
An individual case-by-case option analysis for best results in supplying retirement income needs through (STRS/PERS)
Information on updated IRS rulings, federal laws, and regulations regarding defined benefit plans, qualified plans their possible benefits, and restrictions
A comprehensive review of effectiveness of employee's plans in meeting your future and present needs, along with effects to Social Security Benefits if qualified
Information on the IRS Section(s) 403(b), 403(b)(7), 402(g), 415, 415(c)(4)(C) and other Tax Code Sections related to Qualified and Defined Benefit Plans administered at the District
Maximum Exclusion Allowance (MEA) calculations
An individual case-by-case option analysis for best results in supplying retirement income needs through (STRS/PERS)
Contact us
If you are an employee within the STRS or PERS systems, contact us today to start a conversation about your retirement package and needs.