Every Plan Starts
with a Conversation
Current employee of a university, school district, or public agency? Active pension member? Your consultation is complimentary — no fee, no obligation.
Schedule a Complimentary Consultation
Together, we’ll get a clear picture of where you stand and develop a strategy built around what you actually need.
For pension members and employees of affiliated universities, school districts, or state and federal agencies, your initial consultation is complimentary.
You’ll leave with a comprehensive overview of your pension benefits and a personalized retirement analysis report — so you know exactly where you stand and whether you’re on track to meet your retirement income goals.
Book Your Complimentary Pension Consultation
State Pension Advisory works with university, state, and federal employees across all 50 states. To get started, share a few details below so our team can prepare for your conversation.
Prefer to Reach Us Directly?
Sacramento, California
Email for general inquiries;
scheduling tool for consultations.
Consultation Availability
EST (Eastern Standard Time):
Monday – Thursday, 10:00 AM – 4:00 PM
PST (Pacific Standard Time):
Monday – Thursday, 9:00 AM – 1:00 PM
Other times available by special request.
State-Licensed Advisors:
Join Our National Network
State Pension Advisory has offices across the country and is expanding our national advisor network to better serve public employees in every state.
If you’re a licensed financial professional looking to specialize in the public employee market, we want to hear from you. As part of State Pension Advisory — an authorized organization with an established national presence — you’ll have the full backing of our infrastructure, including data resources, compliance framework, administration support, and operational systems built to serve advisors in every state.
Confidentiality & Disclosures: Your information is kept strictly confidential. Consultations are complimentary for eligible pension members and public employees and carry no obligation. All State Pension Advisory advisors are state licensed financial professionals.
