For educators approaching retirement or changing schools
See how your pension and retirement accounts work together.
Start with a complimentary, virtual educator retirement review. FortiGuard specializes in educator pension systems—including Pennsylvania PSERS—and works with clients across a broad range of licensed states.
Start my complimentary review
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. A report is provided when appropriate and is educational—not an official pension calculation, recommendation or guarantee.
What to expect
A simple three-step process.
- 01
Complete the short review
Answer six preliminary questions, then share the basic retirement details our team needs to prepare.
- 02
Meet virtually with our team
Discuss your pension, accounts, priorities and questions through a private Google Meet conversation.
- 03
See the complete picture
When appropriate, receive a visual Genesis Retirement Blueprint that organizes your retirement-income picture.
Start your educator retirement review
Tell us what you want your free Blueprint to clarify.
These questions help our team understand your pension, accounts, retirement timeline and priorities before you meet. If a rollover may be relevant, that is something we can discover together during the review.
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.