No Pressure. Always Free.
Book a complimentary meeting with a vetted licensed financial advisor who specializes in helping educators & other public employees.
As an educator, your dedication shapes futures. Let us help shape yours.
Do something today that your future self will thank you for.
Gather Answers.
Retirement Planning
Learn how many more years you will need to work, and what your expected income will be when you retire.
403(B) Answers
Obtain a free personalized 403(b) analysis. Start, stop, or transfer your new or existing 403(b).
Savings Plans
Learn about different ROTH 403(b) Savings Plans, Deferred Retirement Option Plans (DROP), Pension Maximation Plans & more.
Know All Your Options
Discover savings plans that allow you to save more money for retirement without affecting your take home pay
Social Security
Learn how your state pension can affect Social Security benefits.
Protect Your Savings
Are you protecting your retirement income from market decline?
Years In Business
Educators Helped
What Educators Say About Us:
“As a new teacher, it has been a major goal to take control of my finances and gain a better understanding of 403(b)s. I scheduled a virtual appointment and got all my questions answered right from my home. The best part is it was 100% free.”
“Most financial advisors are not familiar with all the savings options public employees have. The personalized attention and knowledge from PERAs representative helped me understand my financial options better than ever before.”
“PERA connecting me with a licensed professional who specializes in helping teachers was a game-changer for my retirement plans. I now feel more secure and knowledgeable about my future.”
We Have Answers.
Make sure you are not paying unnecessary fees on your investments
Discover your projected retirement date
Know your Joint and Survivor benefit payment options
Develop a tax efficient income plan for retirement
Find out if you qualify for a Partial Lump Sum Option (PLSO)
Learn how to buy back year’s of service
Meet an agent.
“My Mom was a teacher so helping educators is near to my heart. My goal is to help you navigate the unique options available to you as a public employee. Thanks to PERA I’ve helped hundreds of teachers, just like my Mom, take control of their financial future.”
– Chris S.
What are you waiting for?
“A good plan violently executed now is better than a perfect plan executed next week.”
– George S. Patton
