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Retirement Planning

Retirement Plans For Your Financial Goals

With thousands of baby boomers retiring every day, some of the top questions on their minds are, “How can I generate an income to last for the rest of my life?” and “How do I protect myself from longevity risk?” Pennsylvania Wealth Management provide solutions and answers to these common questions and help retirees feel more confident in knowing their income will last for the rest of their lives. Jason holds client accounts at Folio Institutional, Ameritrade Institutional, Fidelity and Charles Schwab. He uses Nationwide, Security Benefit, Symetra, and Athene to build successful income plans that are guaranteed for life.

Retirement Planning Services:

  • Estate Preservation

  • Income Planning

  • Insurance Planning

  • Tax-Free Retirement

  • Tax Planning

  • Wealth Management


If you’re one of the few approaching retirement with a pension, you may have a few questions as you approach retirement. When you work with Pennsylvania Wealth Management, we’ll discuss your retirement goals and create a plan with your pension in mind.

401(k)/IRA Rollovers

As you approach retirement, it may be time for you to find some alternate retirement income products that are more focused on protecting what you have but still offer some opportunity for growth. Believe it or not, you do have options, and we’re here to help you explore them.

Social Security Income

Social Security is a source of retirement income many Americans rely on but can also be a very individual aspect of your retirement plan as well. We’ll help you discover when the right time for you to begin withdrawals that keeps in mind the rest of your retirement income.

Retirement Planning in Pennsylvania

Regardless if you’re nearing or in retirement, you do have options with your retirement income options! Pennsylvania Wealth Management is here to help you discover the tools and strategies to work toward your individual retirement goals. Complete the form to speak to one of our financial advisors and download your free copy of the 5 Steps to Retirement Guide.

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Pennsylvania Wealth Management and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Pennsylvania Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.

Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. MDRT membership requirements include the payment of annual dues, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jason Bergey or Pennsylvania Wealth Management is stated or implied. MDRT and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.