PA Educators Pension (PSERS)

Independent educator retirement review

For educators approaching retirement or changing schools

See how your pension and retirement accounts work together.

Start with a complimentary, virtual educator retirement review focused on Pennsylvania PSERS, Social Security and the retirement accounts you have built throughout your career.

Complete my intake and schedule
Example Genesis Retirement Blueprint retirement income analysis

A report you can actually understand

Your retirement information, organized visually.

Instead of leaving your meeting with scattered notes, your Genesis Blueprint can show how pension income, Social Security and retirement accounts may work across the years ahead.

Fictional client example for illustration only. The report is educational—not an official pension calculation, recommendation or guarantee.

What to expect

A clear, complimentary process.

  1. 01

    Complete your intake

    Share the information that will help us prepare, then choose your appointment time.

  2. 02

    Tell us your story

    During the free intake call, we discuss your pension, income, accounts, retirement timeline and goals.

  3. 03

    Review your Blueprint

    We typically meet again the following week to present your personalized Genesis Retirement Blueprint and discuss your retirement plan.

  4. 04

    Receive your report

    After the presentation, we email your free Blueprint. A third call is scheduled only when useful or further planning is appropriate.

All calls and the Blueprint are free. We do not request Social Security numbers, driver’s-license information, account login credentials or payment during this process.

Start your educator retirement review

Tell us about your retirement picture, then choose a time.

Complete this short intake so our team can prepare for your call. Your scheduler will appear immediately after your information is received.

Step 1 of 2

Tell us about your retirement picture.

Most educators complete this form in about three minutes.

Your answers help us prepare for a focused first conversation. After submitting, you will choose your appointment time.

Do you currently have a 403(b)?

FortiGuard Financial is not affiliated with or endorsed by PSERS, FERS or any government agency. Official pension estimates, eligibility and plan rules must be confirmed by the applicable retirement system or plan administrator. The review and Blueprint are educational and do not require a rollover, transfer or product purchase.