One huge benefit of a career in our local schools is your PSERS plan. You're one of the few folks who will retire with a pension, Social Security and investments.

You know they must combine to last a lifetime. What you may not know is that you're in control of your PSERS investments and that it often makes sense to look outside their options. To decide what's best, you need a plan. One that considers the intricacies of pensions, investing, asset distribution and Social Security.

Your retirement plan must be both personalized and comprehensive. It should be paired with professional advice that:

  • Balances your personal goals and market risk.
  • Addresses everything from financial to estate to insurance planning.
  • Adapts as your life changes and needs evolve.
  • Anticipates the unique challenges of your 60's, 70's and beyond.

The King Wealth Strategies team's sole focus is retirement strategies and investing. We're based in State College and combine expertise with small town caring and compassion. Most importantly, we understand:

  • How to work with PSERS and Social Security.
  • The unique needs of school system retirees.
  • The process of figuring out what you have, what you need and how to make sense of it all.

Centre Regions Schools are not affiliated with and are not endorsing Raymond James.

Ready to learn more?
Let's chat about your plans and see if we're the right fit. Give us a call at (814) 234-3300 or send us an email.