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Oregon PERS

People Have a Lot of Questions About PERS

Our Process

What if you could retire sooner than you thought? 

Our History

What if the choices you make with your PERS payout options could be maximized to give you and your family the most benefits? 

Our Values

What if you had help to sort through the decisions that will impact your golden years of retirement? 

We Can Help Answer these Questions

PERS is complicated. Rules vary across plans, employers, job classifications, years worked and whether you are full-time or part-time. There are several options for payout you can choose from - and you only get to choose one! You need someone familiar with the complexity of PERS to help you make the best decisions for you and your family. 

We can help you figure out if you have enough to retire, when you can start the process, if any of the rules have changed, and if you are leaving any money on the table. You don't have to navigate PERS questions on your own.

At Oregon Pacific Financial Advisors, we are dedicated to providing financial advice and support to PERS employees and potential clients. Our goal is to help you navigate the complexities of the Public Employees Retirement System (PERS) with confidence and ease. 

We'd love to help make sure you maximize the benefits of your years of public service.

Meet Magen L. Fong, CFP<span><b>&#174;</b></span> <br/>

Meet Magen L. Fong, CFP®

Magen has over 10 years’ experience working with Oregon PERS and helping members navigate the Oregon PERS retirement system. She has experience answering questions about specific Tiers (I, II, OPSRP) as well as the Individual Account Program (IAP) and the Employee Pension Stability Account (EPSA.)

Magen works closely with our other financial planners to ensure you get the most out of your PERS benefits. Our team of experienced advisors offers personalized financial planning tailored to your unique needs and goals.

Meet Our Other Advisors

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Solving Your Retirement Puzzle - Part 1

Solving Your Retirement Puzzle - Part 1

In Episode 24 of the Life by Design Podcast, Royal Standley educates us on the many variables involved in solving the retirement puzzle.

Listen Here
Solving Your Retirement Puzzle - Part 2

Solving Your Retirement Puzzle - Part 2

In Episode 25 of the Life by Design Podcast, Royal Standley walks you through more options for guaranteed retirement income.

Listen Here
Ready to take the next step?

Ready to take the next step?

Our advisors are ready to answer your questions about your PERS plan or other financial concerns you may have.