For the last 10 years Universal Retirement has been helping CCSD employees plan for their retirement. Everyone has different financial goals and financial situations. We have refined how to properly analyze your retirement needs and can help create a plan on how you can achieve your goals.
In addition to helping with 403(b) and 457(b) plans, we also help employees understand how PERSworks and what can be expected during retirement. PERS income calculations can be confusing. Our expert advisors will break down all of the details and make it much easier to understand.
Many CCSD employees have previously paid into Social Security and have questions how income from PERS will affect Social Security income. We are experts in helping CCSD employees understand how PERS and Social Security affect each other. The best way to learn this information is by attending one of our Retirement Workshops. If you’d prefer an individual meeting with one of our advisors just let us know. We’re always willing to help.