This Consultation Is For You If You’re…
Nearing Oregon PERS Retirement
Unsure About Pension Options
Navigating Deferred Comp and IAP Decisions
Wanting Focused Clarity, Not a Full Plan
Hourly Consultation
These focused sessions are designed specifically to discuss your Oregon PERS benefits.
Oregon PERS is one of the most complex pension systems in the country, and even well-informed members often have specific questions as retirement approaches. Between Tier 1/2 or OPSRP benefits, IAP and OSGP balances, service credit decisions, and benefit option elections, it’s easy to feel overwhelmed — especially when the decisions are interconnected and long-lasting.
Oregon PERS provides helpful resources through its website and call center, and we encourage members to start there. These tools are valuable for understanding how the system works and what options are available. However, PERS staff are limited in the guidance they can provide and cannot offer individualized planning or investment advice. When you’ve done the homework and still feel unsure how the pieces fit together, this offering can help.
The scope of these sessions is focused solely on Oregon PERS-related benefits. There are a limited number of spots available each month. The consultations are $400 for one-hour. Use the form below to reserve an available session.
Hourly Consultation
These focused sessions are designed specifically to discuss your Oregon PERS benefits.
Oregon PERS is one of the most complex pension systems in the country, and even well-informed members often have specific questions as retirement approaches. Between Tier 1/2 or OPSRP benefits, IAP and OSGP balances, service credit decisions, and benefit option elections, it’s easy to feel overwhelmed — especially when the decisions are interconnected and long-lasting.
Oregon PERS provides helpful resources through its website and call center, and we encourage members to start there. These tools are valuable for understanding how the system works and what options are available. However, PERS staff are limited in the guidance they can provide and cannot offer individualized planning or investment advice. When you’ve done the homework and still feel unsure how the pieces fit together, this offering can help.
The scope of these sessions is focused solely on Oregon PERS-related benefits. There are a limited number of spots available each month. The consultations are $400 for one-hour. Use the form below to reserve an available session.
Looking For More Guidance?
View Our Other Services
Project-Based Financial Planning
With this one-time engagement, you can gain clarity on your current financial scenario, set meaningful goals, and co-create a path to achieve them. Project-based financial planning is great for DIYers or those ten or more years from retirement.
Ongoing Wealth Management
Gain a financial thought partner for the long haul. Through ongoing investment management and financial planning, we’ll ensure your resources continue to support what you care about. Great for those five years from or in retirement.
Confidence for Your PERS Choices
When Oregon PERS decisions start to feel overwhelming, a focused hourly consultation provides experienced, PERS-specific guidance to help you connect the dots and move forward confidently.