Did you know there’s a retirement program designed for people who work in the education field? Created by National Education Association Member Benefits, the NEA Retirement Program is a proactive response to overwhelming member feedback: Members simply want unbiased, comprehensive retirement planning and advice. That’s where we come in. Jodi Brush and Jeff Wells are NEA Retirement Specialists and have been serving NEA Members for over 15 years. We are honored to carry this title and to help educators find the best financial tools available to them.

VOYAGER: Your approved NEA Retirement Specialists.

Jodi and Jeff are endorsed NEA Retirement Specialists for several Oregon School Districts including Oregon City, West Linn/Wilsonville, Canby, Estacada, Molalla River, Colton, Gresham-Barlow, Parkrose, Corbett, and Oregon Trail.  Members from other districts are welcome to participate in the program as well.

We work with local NEA Members in a variety of ways. We offer workshops on various topics including PERS/OPSRP, retirement preparedness, and student loan forgiveness. We also offer one-on-one Member meetings where we focus on what’s important to you.

THE PLAN: To make a plan and review it regularly.

Together we’ll identify your financial objectives and retirement dreams, then create a strategy for lifestyle goals, pension maximization, and legacy planning. Unlike a salesperson who signs you up for a TSA and quickly disappears, our approach is one of relationship. We take the time to get to know you and your needs, then we’ll regularly meet for plan and investment reviews prior to and throughout your retirement.

FIRST STEP: Make contact.

The first step to getting started is contacting us. We encourage you to schedule a meeting. No pressure. Here, we’ll begin the process of setting you up for a secure future and fulfilling retirement. In the meantime, here is a link that may be of interest.