Pennsylvania State Employees (SERS)

Pennsylvania State Employees (SERS)

Next Step Financial Solutions develops strategies built around individual financial goals. Our focus on Pennsylvania State Employees is what differentiates our firm from others.  We pride ourselves on an in-depth knowledge of your pension and deferred compensation benefits. We use that knowledge to provide solutions designed to maximize retirement income.  Our motivation is seeing our clients enjoy the rewards of a lifelong commitment to the communities they served.



 You will benefit from:

• Professional representation at your exit meeting to ensure your documentation is completed successfully

• Counseling in choosing the most suitable pension option

• Guidance with integrating Social Security and SERS benefits

• Thorough understanding of the SERS process and benefits

• Pre-retirement planning

 • Needs-based solutions for every stage in life

Helpful Links:

SERS Website:

SERS Retirement Page:

SERS Members Material: