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Your Retirement
Your Terms
Our Expertise

Expert guidance on your PERS options, benefits, and future.

A PLAN FOR PERS

"Don't settle for spending more money in retirement than you need to."

PERS EMPLOYEES

Questions to answer before you retire:

Calculate your

PERS BENEFITS!

With the help of Summit Financial 's Investment Professionals and Tax Advisors your retirement plan can be personalized, targeted, and goal oriented

What will my monthly income be after I retire?
Which PERS option should I choose?
If I retire before Medicare age, how will I obtain health insurance?
What will it cost?
When should I begin drawing social security?
What accounts should I draw from to minimize taxes?
How will I invest my money?
What should I do with my IAP?
Do I know all of the options?

Let us help you navigate these decision with a personalized and comprehensive retirement plan:

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