Get help with
OREGON
PERS
Public Employees Retirement System
A PLAN FOR PERS
What To Expect
Retirement isn’t the finish line—it’s a new beginning!
FREE CONSULTATION - This is where we get to know you and your goals. Together, we’ll discuss your retirement timeline, review your PERS eligibility, and go over any written estimates you may have. We’ll also outline what’s required to officially retire from your PERS-covered position and how we can guide you through the process. This initial meeting helps us understand what matters most to you so we can tailor our support to fit your specific needs.
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Action Plan - Next, we’ll put your retirement plan into motion. Using what we learned in step one, we’ll help prepare and submit your PERS paperwork, create a personalized financial plan based on your goals, and ensure every detail is in order for a smooth transition into retirement. Our mission is to simplify the process and take the administrative burden off your shoulders—so you can focus on enjoying the next chapter of your life. We want to help you from beginning to end.
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ONGOING CARE - Retirement isn’t the finish line—it’s a new beginning. Once your plan is in place, we’ll continue to support you with ongoing investment management, financial planning, and regular reviews to keep you on track. Our goal is to provide continued confidence and peace of mind throughout your retirement years.
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"Expert guidance on your PERS options, benefits, and future."
PERS EMPLOYEES
Questions to answer before you retire:
"With the help of Summit Financial 's Investment Professionals your retirement plan can be personalized, targeted, and goal oriented"
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What will my monthly income be after I retire?
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Which PERS option should I choose?​
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If I retire before Medicare age, how will I obtain health insurance?
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What will it cost?
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When should I begin drawing social security?
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What accounts should I draw from to minimize taxes?
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How will I invest my money?
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What should I do with my IAP?
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Do I know all of the options?
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