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Individual Consultations

Compass Financial Resources is a go-to resource for Nebraska school district employees for all financial questions related to retirement benefits plans, the retirement transition process, and selecting your preferred distribution options for those benefits.

Whether you are within 5-10 years from retirement, moving plans between states, or at the critical stage of making your one-time pension selections, the team at Compass Financial Resources is here to provide the education and service needed to make the best choices for you.

Here are the questions Nebraska Educators should ask themselves to prepare for retirement:

  1. What pension option is right for me?
  2. What does my Retirement Plan look like with my Pension, Social Security, and my own investments?
  3. Which of the pension’s Service Purchase options are available to me and what would those options mean to my pension?
  4. What are the variables of my retirement decision?

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