Empowering clients to better prepare through education.
Distinct from the rest, just like you.
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Integrity driven advocacy and education.
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Retirement education for Maine public safety professionals from a perspective of shared experience. Support when it matters most.
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Chartered Retirement Planning Counselor™ dedicated to guiding you with education and insights, empowering you to make well-informed financial decisions.
State of Maine Deferred Compensation Advisory Council member.
MainePERS legislation author.
MainePERS workgroup committee member.
Licensed Independent Insurance Agent.
Providing education to help frontline workers retire on time and on target, so they can enjoy the special benefits they have earned.
Testimonials:
What clients are asking:
Am I prepared?
Will my pension and assets be enough?
What am I missing?
Our Services and Offerings
Financial Education
Understanding MainePERS: Get informed about the Maine Public Employees Retirement System (MainePERS)—how it works, key aspects, and how it impacts your financial future.
Training for Public Safety Professionals: Group and individual sessions focused on financial wellness, retirement readiness, and the lesser-known details of public employee retirement systems.
Savings & Retirement Options: Explore available savings and retirement vehicles tailored for public employees and other workers.
Insurance Strategies and Disability Programs: Learn about insurance and disability solutions designed to support financial security.
Financial Wellness Coaching
Personal Financial Risk Assessment: Are you prepared for the unexpected? We’ll help you analyze and mitigate financial risks.
Savings Optimization: Maximize your financial benefits by leveraging unique employee perks and personal savings opportunities.
MainePERS Options Guidance: With at least nine retirement choices available, we provide personalized consultations to help you select the best options for your needs.
Access to Professional Financial Planning: Through partnerships with independent Certified Financial Planners® and insurance providers, we offer trusted resources for financial planning and wealth management.
Advocacy and Consulting
Public Safety Union & Administration Support: Expert consulting on the development and analysis of “Retire/Rehire” plans and contract language for public safety professionals.
Career Transition Counseling: Guidance on the financial implications of career changes.
Earnings Analysis & Comparison: In-depth earnings analysis to support informed financial decision-making.
Already have your MainePERS benefits estimate and preparing to choose your option? Making the one-time decision for your pension option may seem daunting, but you don't have to face it alone! Schedule a consultation today to compare how each option aligns with your needs and clear up any confusion.
MainePERS benefits estimates:
Do you have a comprehensive understanding of your pension, and are you acquainted with the choices for generating additional retirement income using available savings tools?
Understanding the intricacies of the pension you're diligently building is crucial for effective planning. Instead of relying on guesswork, having a clear grasp of your options is the key.
With a range of eight (8) benefit choices, each offering unique features, it's vital to be ready when it's time to make that one-time, irrevocable pension decision.
Whether you aim to track your current accrued pension or set your sights on future earnings goals, a benefit estimate serves as a potent tool to help you meticulously prepare for your retirement.
Pension estimates are tailored specifically to your years and type of service and beneficiary information. Knowing your "numbers" prior to the year of your retirement eligibility is an invaluable tool for planning.
MainePERS pension estimates are not available from the plan administrator until members are within 12 months of their retirement date, leaving little time make any earnings corrections and often leading to unexpected reductions in benefits. An early estimate eliminates the surprise reductions and lifts a financial weight that may otherwise be felt well into retirement years.
Connect with Mark Roberts today at Mark@getMElife.com
Don't forget to click here or on the "Additional Info" page from the top menu to learn more about Mark and how he can help. See if any of your questions are answered in the FAQs section.
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Mark J. Roberts, Maine Insurance Producer License # PRR418636. Investment Advisor Representative CRD# 7964380
Chartered Retirement Planning Counselor™, CRPC™ and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.