Many people enter the public service field to help people and enrich the lives of others. It’s also safe to say, most people don't enter the public service arena for the money. Despite this truth, you can maximize what you earn and create a solid financial plan for the future. 

Although often overlooked, financial planning for public service employees is essential. Those in the field of education and other public service are often so busy helping others that they can neglect their own needs, such as their financial security. You work hard to put others on the right path; it’s time to work with a financial planner who does the same for you.

Our Experience

We understand Oregon and Washington State Pension Systems are extremely complex and can be overwhelming.  We have years of experience and industry knowledge, including understanding the complexities of the Oregon Public Employees’ Retirement System (PERS) as well as Washington’s Teachers’ Retirement System (TRS), and School Employees’ Retirement System (SERS).  The truth is, you could benefit from partnering with a financial advisor who understands how these pension systems operate and can break them down into bite-sized, easy-to-understand pieces. Your career is dedicated to serving and empowering others, and so is ours.

Here to Assist You
Whether you are just starting your career, are in the middle of it, or are contemplating retirement, we have the knowledge and tools to help you. Partner with an advisor who specializes in providing sound financial guidance and strategies to educators, administrators, and other public employees alike in both Oregon and Washington.