ension
Review

Planning for your future doesn’t have to be overwhelming. At Straus Agency, we guide teachers, education employees, and state employees through their pension options, ensuring you make informed decisions for a secure retirement.

Why Schedule a Pension Review?

Your pension is one of your most valuable financial assets, but understanding its full potential requires expert guidance. By joining our tailored Pension Review meetings, you can:

  • Clarify Your Pension Options: Understand your plan’s structure and benefits clearly.

  • Discover Benefit Strategies: Explore ways to maximize your retirement income.

  • Plan for a Secure Future: Receive personalized insights to align your pension with retirement goals.

Importance of Pension Reviews

A pension review can significantly enhance your financial well-being and ensure you’re on track for a secure retirement.

  • Maximize Your Retirement Savings: Identify areas where your current pension plan may underperform, and adjust contributions and investments to optimize returns.

  • Stay Aligned with Your Goals: Ensure your pension aligns with your current financial and life goals.

  • Understand Your Options: Gain clarity on the best annuity or life insurance products to complement your pension.

  • Protect Your Loved Ones: Ensure provisions are in place for dependents through life insurance solutions.

  • Adapt to Market Changes: Adjust investments in response to market volatility or economic shifts, and diversify your portfolio to balance risk and growth.

  • Plan for the Future: Estimate your retirement income and identify any gaps, and explore options for lump sums, annuities, or phased withdrawals.

  • Peace of Mind: Rest assured that your pension plan is secure, well-structured, and capable of meeting your needs.

Book Your Pension Review Meeting Today!

Take control of your retirement by booking a personalized Pension Review session. Click below to choose the meeting type that fits your schedule: