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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.

Start your complimentary review Preview your Blueprint

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 planning

FortiGuard 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

Fictional client example
Sample Genesis Blueprint page: Retirement Income AnalysisView full page

Retirement Income Analysis

See projected pension, retirement accounts, assets, and monthly income together.

Sample Genesis Blueprint page: Income Through the YearsView full page

Income Through the Years

Visualize how pension, Social Security, and account income may work over time.

Sample Genesis Blueprint page: Pension OptionsView full page

Pension Options

Compare pension elections and the protection each option may provide.

Sample Genesis Blueprint page: Your Path Toward 100View full page

Your 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.”
Rashida Alexander · FortiGuard client
“Dan made time to meet with me and my husband and explain retirement, Social Security, and what my finances may look like.”
Anne Moll · FortiGuard client

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
  1. 01

    Understand what you have

    We review the account, plan rules, costs, access needs, beneficiaries and the role this money should play in retirement.

  2. 02

    Compare the real choices

    Leave it, move it, consolidate it or reposition part of it. You see the tradeoffs before making a decision.

  3. 03

    Build around your income plan

    We coordinate the account with Social Security, pensions, liquidity, other savings and the income you want in retirement.

  4. 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 review
01Your timeline
02Account type
03Income needs
04Access
05Consolidation
06Beneficiaries

Before your complimentary review

Know what to expect before you book.

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.

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?

Complete the brief questionnaire, choose an available time and meet privately with FortiGuard through Google Meet.