One of our team’s core specialties is helping Oregon PERS employees prepare for a confident and well-planned retirement.
The Oregon Public Employees Retirement System (PERS) provides pension benefits to public employees across the state. While it’s a valuable resource, it can also be complex. Over the years, the system has gone through multiple changes—including significant reforms in 2019—leaving many members unsure how their benefits work or how they fit into a broader retirement plan.
That’s where we come in.
Since 2010, we’ve worked closely with PERS members to provide clear, straightforward guidance around this evolving system. Our goal is to simplify the process and help you understand how your PERS benefits support your overall financial future.
How We Help
We provide practical, personalized support at every stage of your career:
- One-on-one education sessions tailored to your situation
- Group workshops that break down key PERS concepts
- Assistance with the retirement application process
- Advanced planning to integrate your PERS benefits into your full retirement strategy
Whether you’re new to PERS or getting close to retirement, we’ll walk alongside you every step of the way—so you can make informed decisions and feel confident about what’s ahead.
PERS Resources
To help you get started, here is the link for the PERS website that houses publications and the most requested forms:
