Retire at the youngest age with the greatest benefits

California educators working past their 65th birthday has increased 117% in 8 years1

Educators working past their 65th birthday has increased 117% in 8 years1

Cost of Living

  • 133% increase for family health premiums since 20022
  • 5.8% annual Los Angeles housing inflation in 20193

Longer Lives

  • The American lifespan has increased 20 years since 19704

Be proactive today and bridge the gap to your retirement

Schedule 

What We Do

We Ensure Public Employees Receive Their Maximum State Pension & Retirement Payout.

we off video or phone appointments

Pick a Time

  • Select a phone or video call at a time of your choice. We support Zoom and Google Hangouts for individuals and groups. 
an associate with review your financial opitions

View Your Options

  • We calculate your retirement options, your post-retirement income gap and your projected state pension payout to develop a proper retirement plan. 
retire with the guidance of a professional

Secure Your Future

We have a full team dedicated towards answering your questions and ensuring your retirement is on track to meet your goals

Our Services

 Retirement Reviews

We analyze your paycheck contributions to ensure you do not miss out on any benefits or income at retirement

 State Pension Planning

With over 30 years helping clients  maximize their State pension benefits, we ensure you are on track to receive what you've earned

 Retirement Planning

We specialize in 403(b)/TSA, 401(k), IRA, ROTH IRA's, and more

 Life Insurance 

We are licensed providers that can match you with a term, whole-life, or an indexed-universal life insurance plan to financially protect your family

 Living Benefits

If you are diagnosed with a qualifying illness, you can withdraw your life benefit to use as you see fit...from medical bills to a family vacation

 Staff Presentations

Leave your coworkers better off at retirement by scheduling a group session to review the ABC's on how to maximize their retirements

Calculators

Use our calculators to view easy to understand graphs by clicking on one of the topics below...

 CA State Teachers Pension

View your retirement options until age 70

 LASD Horizons & State Pension

View your possible pension payout options until a chosen retirement date

 Saving Early vs. Later Tradeoff

View what waiting to save can cost you

Contact Us

If you have any additional questions feel free to reach out to us by phone or email. 

818-360-7400

Hours

  • Monday: 8:00 a.m - 5:00 p.m
  • Tuesday: 8:00 a.m - 5:00 p.m
  • Wednesday: 8:00 a.m - 5:00 p.m
  • Thursday: 8:00 a.m - 5:00 p.m
  • Friday: 8:00 a.m - 4:00 p.m
  • Times Shown in PST