What does the initial review cost?
There is no charge for the initial review. When appropriate, you can also receive a complimentary Genesis Retirement Blueprint based on the information you provide.
Retirement planning for educators, families, and professionals
See your retirement more clearly.Start with a complimentary Blueprint.
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.
Virtual appointments through Google Meet · No obligation to move an account or purchase a product
Accounts we can help you evaluate
401(k)403(b)457(b)TSPIRARoth IRASEP IRAInherited IRA
One coordinated picture
Your retirement is built from more than one account.
01Pension and benefits
02Workplace retirement accounts
03Social Security and other income
A plan before paperwork.
See how the pieces work together before deciding what should move.
Educator-focused
Deep experience helping educators understand pensions and supplemental retirement accounts.
Complete retirement picture
Pensions, Social Security, workplace plans, IRAs and income goals reviewed together.
Convenient virtual meetings
Private conversations held through Google Meet for clients across many states.
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.
What clients say
Clear explanations. Patient guidance. Personal attention.
Read their full experiences“Dan is both professional and personable, and I truly appreciate how accessible and responsive he is.”
“Dan made time to meet with me and my husband and explain retirement, Social Security, and what my finances may look like.”
Testimonials reflect individual experiences and are not a guarantee of future results. Outcomes vary.
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 your rollover review- 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.
Complimentary Rollover Decision Blueprint
Have a retirement account from an old job?
Answer six questions, schedule a conversation and see how that account fits into your complete retirement picture before deciding whether it should move.
Request my free rollover review01Your timeline
02Account type
03Income needs
04Access
05Consolidation
06Beneficiaries
Before your complimentary review
Know what to expect before you book.
Do I have to move an account or buy a product?
No. The purpose of the first conversation is to organize your retirement picture and identify the decisions worth reviewing. There is no obligation to move an account or purchase a product.
What should I have available?
Recent retirement-account statements, a pension estimate if you have one, your expected retirement age and the questions you want answered are helpful starting points.
How do appointments work?
After the brief questionnaire, your first free Google Meet is an intake conversation about your income, situation and goals. We typically meet again the following week to present your Blueprint, then email you a copy. A third meeting is scheduled only when useful.
Will I be asked for sensitive information or payment?
No. The complimentary Blueprint process is free. FortiGuard will not ask for your Social Security number, driver’s-license information, account login credentials or money during these meetings.