As a University System of Georgia Employee, Your Benefits are Lucrative but Complex
We have a good deal of experience in working with employees and retirees from the University System of Georgia. Beyond building a robust financial plan.
We can help You:
Forecast the amount of your TRS pension and estimate the impact of the pension on your Social Security
Understand the differences between the 403b and the 457 plans so you can choose the optimal savings vehicle for you
Navigate the investment vendors and options available
Determine which accounts can be consolidated from former employers to help you simplify management of your portfolio
Understand Your Benefits
If you want to understand how your benefits can help you meet our financial goals and enable a successful retirement, we would be happy to talk with you.
