Retirement planning for educators, families, and professionals
Your rollover is more than a transfer.It is a retirement decision.
FortiGuard helps educators and other professionals understand what their pensions and retirement accounts can do next—and how they can work together to support the life and income they want.
Accounts we can help you evaluate
A plan before paperwork.
Start with the decision—not a product or transfer form.
Educator retirement specialty
Your pension is only one part of your retirement story.
About 85% of the families FortiGuard serves are educators. We help connect pension decisions with 403(b), 457(b), IRA, Social Security, retirement timing, and the income needed throughout retirement.
After your consultation, you can receive a complimentary, personalized Genesis Retirement Blueprint that turns the conversation into a visual planning report.
Explore educator planningFortiGuard Financial is not affiliated with or endorsed by PSERS or any government retirement system. Official pension calculations must come from the applicable plan.
Real Genesis Blueprint pages
See the report you can receive after your consultation
View full pageRetirement Income Analysis
See projected pension, retirement accounts, assets, and monthly income together.
View full pageIncome Through the Years
Visualize how pension, Social Security, and account income may work over time.
View full pagePension Options
Compare pension elections and the protection each option may provide.
View full pageYour Path Toward 100
Identify strengths, remaining gaps, and the highest-impact planning opportunities.
These are genuine Genesis Blueprint pages produced with a fictional educator profile for illustration only. They are not an official pension calculation, recommendation, or guarantee. Your report will reflect the information you provide and documented planning assumptions.
The FortiGuard rollover path
Clarity before movement.
Moving retirement money can affect taxes, investment choices, fees, guarantees, beneficiaries and future income. We slow the decision down so the next step makes sense.
Start with a conversation- 01
Understand what you have
We review the account, plan rules, costs, access needs, beneficiaries and the role this money should play in retirement.
- 02
Compare the real choices
Leave it, move it, consolidate it or reposition part of it. You see the tradeoffs before making a decision.
- 03
Build around your income plan
We coordinate the account with Social Security, pensions, liquidity, other savings and the income you want in retirement.
- 04
Move it with care
If a rollover is appropriate, we help coordinate the transfer and keep the process clear from paperwork through follow-up.
Rollover Decision Checkup
Not sure whether moving the account makes sense?
Answer six questions and get a preliminary eligibility screen plus personalized considerations to bring into your rollover conversation.
Take the checkupCompanies we work with
Independent access. More informed choices.
We are appointed or contracted with multiple insurance companies so the conversation can begin with your needs—not one company’s product.
Company appointments, product availability and features vary by state and individual circumstances. Company relationships do not imply endorsement. Guarantees are backed by the claims-paying ability of the issuing insurer.