advisorstatebenefit.com

What to Expect From Your Matched Professional?

Every professional in our network is independent — not employed by us, and not affiliated with your employer or pension office.

What happens in the meeting?

That's between you and the independent professional. Depending on their licensing, they may discuss your pension election options, retirement timeline, insurance needs, or other topics you raise. State Employee Advisor Network is not part of that conversation and does not provide advice.

How can I prepare for my meeting?

Since advisors do not automatically have access to any of your retirement accounts or records, ensure you come prepared with all of the information the advisor may need to accurate advise you.

Are the professionals in your network vetted?

Every professional in our network must hold an active license in the states where they meet with consumers. We confirm licensing status before adding a professional to the network." (Only claim what you actually verify if you also run background checks, say so; if not, don't say "no record of criminality.")

How do you match clients with financial advisors?

Based on your state, your role (state government or university), and the goals you share with us, we connect you with an independent professional in our network suited to help.