Take stock of your current financial situation. We’ll discuss the ins-and-outs of your retirement components.
Identify your anticipated pension and Social Security benefits. Together we’ll compare how these benefits impact your needs and future goals.
Choose your path based on personalized recommendations from your Financial Advisor. We’ll answer any lingering questions and advise on the plan you select.
Put your plan into action with confidence, knowing your Financial Advisor will be here to help all along the way. Life happens, we’ll be here when it does.
Attend a free PERS or Social Security seminar.
As you approach retirement, it is more important than ever to understand the role that Social Security can and should play in your overall retirement income plan—learn how Social Security benefits work for you and your spouse, and potential opportunities you may have to increase your benefits throughout retirement. We also host seminars to help educate public employees about the various factors that may impact their retirement plans. Optionally, seminar attendees may set up a complimentary one-on-one financial consultation to review their unique financial situation.Register for an upcoming seminar
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability
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