Did you know there’s a retirement program created specially for all people who work in the education field? That’s right, from teachers to counselors, bus drivers and school nurses. Created by the National Education Association’s (NEA) Member Benefits Program, the NEA Retirement Program was a proactive response to overwhelming member feedback: Members simply wanted unbiased, comprehensive retirement planning and advice. That’s where we come in. Jodi Brush and Jeff Wells are the only approved NEA Retirement Specialists serving the Clackamas county school districts, and have been for over 10 years. Our people are honored to carry this designation and happy to use it helping our clients plan their very best retirement with the best tools available to them.

VOYAGER: Your approved NEA Retirement Specialists.

As the approved NEA Retirement Specialist firm for ten Clackamas school districts, Voyager is honored to assist our local education professionals. Districts include: Oregon City, West Linn, Wilsonville, Canby, Estacada, Colton, Molalla, Gresham-Barlow, Parkrose, Corbett and Oregon Trail.

Our duty is to work with local NEA members like you through workshops detailing topics like navigating PERS or student loan forgiveness, then scheduling one-on-one member meetings. If you’re ready to get started right away, you can skip our workshop and get in touch today.

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

Together, we’ll identify your financial objectives, then create a strategy for pension maximization, lifestyle goals and legacy planning that’s unique to your retirement hopes and dreams. And unlike the typical 403(b) salesperson who signs you up for a plan and quickly disappears, our approach is one of a relationship. We’ll regularly meet for investment reviews prior to and even during your retirement.

FIRST STEP: Make contact.

The first step to getting started is contacting us. We encourage you to 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 are a few links to that may be of interest: