Oregon PERS actually consists of three separate retirement programs and is known to be one of the most complex pension systems in the United States. Even seasoned financial professionals dedicate years of training to assist PERS Member clients.

Our agency now offers an exclusive PERS Concierge Service designed to make your retirement journey easier.  

Regardless of where you reside, a full array of personnel and technology resources stand ready to assist both inactive and active PERS Members.

Oregon Trail Investment Services offices are located in Baker City, Beaverton and Canby. Each branch leverages a secure video conferencing application to facilitate virtually any inquiry. We also conduct on-site retirement workshops to PERS-covered employers across the entire state.

The road to a simplified PERS Retirement begins with a one-hour Complimentary Consultation to assess your unique situation . . .

PERS Concierge Service - Summary

Attending a Oregon PERS sponsored retirement workshop guides you in researching critical aspects in the retirement process itself. However, there are several topics a PERS Member Services agent is prohibited from discussing, including, but not limited to;

• Impact of Legislative Reform Initiatives on Future Benefits
• Impact of Legislative Reform Initiatives on Future Employee Contribution Rates
• Interpret Legislative Reform Initiatives
• Taxation of Benefits
• Tax Tables

While most PERS members are familiar with the 13 Benefit Options, not acquainting yourself with virtually every aspect of a PERS retirement can result in a costly delay of benefit payments.

Please call us today to schedule your complimentary consultation. A client services associate will provide you with the support documents we need to get you started in the last career of your lifetime – RETIREMENT!

Click Here to schedule a call with an Oregon Trail Investment Services Advisor.  

Neither the Representatives associated with Oregon Trail Investment Services nor LPL Financial are affiliated with the OR PERS program or any state or government agency. *Please visit https://www.oregon.gov/pers/pages/index.aspx to review the full details of your PERS retirement plan and retirement options.