Broker Check

PA State

What Every PA State Employee Needs to Know About Retirement…

In Order to Have the Lifestyle They Want!

We have been working with thousands of your co-workers to help and inform them of the steps needed to be followed to retire from Commonwealth employment. You have questions about:

  • What do your Pension Options and Survivor Benefits actually do for you?
  • What to do about your Lump Sum rollover? Should I take it, or leave it?
  • What are your Deferred Compensation Plan options?
  • What happens to your Leave and what can you do about it?
  • Are there Benefits you may lose?
  • What is Taxable and are there ways to avoid being Taxed now?

These and dozens of other questions must be answered before you can retire. While Your SERS and Deferred Compensation representatives are integral parts to your retirement process, they cannot offer you the one thing you need.

ADVICE on What to Do and When!

We Can Help.

After more than a decade of advising state workers on the ins and outs of the process we know the steps and will guide you along the way.

You get to do this once for the rest of your life!

We have done it for clients hundreds and hundreds of times. Find out how our experience can help you decide what is best for you and your family.

Contact Us

Thank you!

Resources to help you plan your retirement from the Commonwealth

Links to PA State retirement resources

Unifi Advisors LLC is Not Affiliated with the Commonwealth of Pennsylvania or any Pennsylvania State government agency or department. Specific tax and legal advice are not offered by Unifi Advisors LLC and should be provided by your personal advisor.
Securities and advisory services offered through CUSO Financial Services, LP (Member FINRA/SIPC) and SEC Registered Investment Advisor. Unifi Advisors LLC is not an affiliate of CUSO Financial Services, LP