One of the great benefits Penn State offers is its retirement plans. The assets in your plan are the perfect jumpstart for an active and stress-free retirement.

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Download our Penn State Retirement Guide

You know those assets must last a lifetime. What you may not know is you're in control. For most Penn State retirees, it makes sense to look beyond the options offered by TIAA. To decide what's best, you need a plan. One that considers the intricacies of retirement investments, 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:

  • The unique needs of Penn State retirees.
  • How to work with TIAA and SERS.
  • The process of figuring out what you have, what you need and how to make sense of it all.

Penn State is not affiliated with and is 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.