THE HIDDEN TRADE-OFF

Request Your Free Pension Clarity Review

A 30–45 minute educational conversation focused entirely on your CalSTRS pension election. No obligation. No pressure.

Reviewed personally by Jim Lusk, CFP®, CLU®, ChFC® | Retirement Nationwide, Inc. | Since 1985

What to Expect


Focused Conversation

A focused conversation about your CalSTRS pension election options

Plain-Language Clarity

Plain-language explanation of the trade-offs you are facing

Honest Assessment

An honest assessment — if a private solution fits your situation, we'll explain it clearly. If it doesn't, we'll tell you that too.

Personalized Follow-Up

A follow-up summary of resources relevant to your specific situation

Request Your Review

We respond within 2 business days. Your information is never shared or sold.

First & Last Name

Your full name

Email Address

you@example.com

Phone Number (optional)

(123) 456-7890

Retirement Timeframe

Select one, Within 6 months, 6–12 months, 1–2 years, 2–3 years, 3+ years

Are you married or do you have a beneficiary to protect?

Yes, No, Prefer not to say

Primary question or area of uncertainty (optional)

Tell us what's on your mind

Preferred contact method

Email, Phone

Request My Free Review

Prefer to Reach Out Directly?


Jim Lusk, CFP®, CLU®, ChFC®

Jim@retirementnationwide.com

(509) 850-1150

George McReynolds

george@retirementnationwide.com

Virtual consultations available statewide

Donald Morgan

Coordinator

Morgan@RetirementNationwide.com

(509) 714-8063

This content is provided for educational and informational purposes only. It does not constitute financial, legal, or investment advice and should not be relied upon as such. Insurance products and their suitability depend on individual circumstances. No agent-client relationship is created by accessing this content. Consult a licensed insurance professional before making any insurance or pension-related decisions.


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