Who We Are
Since 2005, Jerry Beck has operated as a financial professional with Kades-Margolis, building a practice exclusively around Pennsylvania educators and PSERS retirement planning. We take an educational approach because your retirement decisions make more sense when you understand what you're choosing and why.
The value of your time is unmatched. We help you to and through retirement.
Comprehensive PSERS Retirement Planning
Your pension calculation, survivor benefits, retirement date, and healthcare transition all require specialized knowledge of how PSERS actually works for you.
Social Security & Medicare Planning
Your PSERS pension can affect your Social Security benefits differently from most retirees, and your Medicare enrollment requires careful coordination with district coverage.
Financial Wellness & Retirement Planning
Your 403(b), personal savings, spousal accounts, and estate planning need to work together with PSERS to support your complete retirement picture.
Guidance Counselors and Support Staff
You're in PSERS, but finding clear answers about your specific retirement situation has been frustrating.
Mid-Career Public School Employees
You're asking if you're on track and what decisions you should be making right now.
Who We HelpPennsylvania Educators Asking If They Can Actually Afford to Retire
We specialize in helping Pennsylvania public school employees who are close enough to retirement that the questions have become specific and personal. Most advisors treat Pennsylvania educators like any other client. We built our practice specifically around the questions PSERS participants ask and the decisions you need to make at different career stages.
Your career trajectory affected your pension calculation differently, and you need specialized guidance on your options.
You're in PSERS, but finding clear answers about your specific retirement situation has been frustrating.
You're asking if you're on track and what decisions you should be making right now.
HOW IT WORKS FOR YOUHelping Pennsylvania Educators Move from Uncertainty to Confidence
You're approaching retirement with questions about whether you're making the right decisions, when you should actually retire, and if your retirement planning accounts for everything PSERS affects. These aren't just money questions. They're about whether you'll have the confidence to live the retirement you've been working toward for decades. We help Pennsylvania educators answer those questions through specialized PSERS knowledge and a process built around your specific situation.
Will Power
