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