If you are a VRS employee considering retirement in the next 3 years we encourage you to schedule a free one-on-one virtual consultation.  Whether you have $1,000,000 or $0 saved for retirement, you should be confident that you are choosing the best retirement options based on your personal situation.

We have helped hundreds of VRS employees retire. Let us show you how we can help you.

What to expect with your free one-on-one consultation

1. We will put together a one-page visual summary of your current financial situation
   *This helps you see if you are on track for your retirement goals, while also providing us an accurate picture of your current financial situation to make sure we are giving you the best advice and recommendations.
2. We will provide you with advice and recommendations on your VRS, Social Security, and investments based on your current situation and goals.

Our Mission
Our mission is to be the go-to resource for all VRS employees looking for retirement advice. Which is why we offer free retirement workshops and free one-on-one consultations to VRS employees within 3 years of retirement.

We are certified financial planners that run a wealth management firm that specializes in working with retiring VRS employees. Whether you attend a workshop or schedule a free one-on-one consultation, there is never any pressure or obligation to use our firm for wealth management/financial planning services.

We know there are people who want and need those services, and we are equipped to be able to help them. We also understand you may choose to do things on your own, or work with another professional. Whether you end up working with our firm or not, we still feel you deserve to be educated and make the best retirement decisions possible.