Broker Check’s what we are, it’s who we serve.™

Whether you’re just starting out, or contemplating retirement, we can help you better understand your PSERS plan, options, and how to incorporate them into your financial strategy.

Your plan’s success depends on making the most appropriate choices. Here are just some of the questions we can help answer:

  • When will I be able to retire?
  • Should I select a survivor benefit?
  • What option would be most appropriate for me?
  • When should I start collecting social security?
  • What supplemental plans are available to me as a member?
  • Should I withdraw a portion, all, or none of my contributions?
  • How can I fill the gap between my current earnings and what I’ll receive at retirement?

When YOU decide that you’re ready to retire, we’ll walk you through the entire process, one step at a time, ensuring that you’re comfortable with every decision. We will prepare you for and attend your exit meeting with you, to answer any questions and to handle the paperwork and formalities. We understand that change is never easy, even when it comes to retirement, so we do everything we can to give you the confidence to do so enthusiastically!

Once retired, we continue to work closely with you to make sure that your financial plan evolves as your needs change, so that you can continue to enjoy your benefits to the fullest!