top of page

Our Process
Pension Analysis

1
Information Gathering

2
Financial Presentation

3
We’ll help you determine your eligibility, document any purchase years, file for PSRS/PEERS retirement, and connect you to one of our financial planners.
In this meeting, we’ll get to know your financial goals, explain our process, and introduce you to the values that guide our work.
We’ll review your current finances, walk through pension and retirement scenarios, and deliver customized investment and retirement recommendations.

4
Client Onboarding
Ongoing Reviews

5
The process includes completing a risk assessment, selecting an investment portfolio, and implementing a financial plan tailored to your goals.
Clients receive direct access to their financial planner, regular plan updates, professional investment management, and coordination with outside experts as needed.
bottom of page