Track expenses, set budgets, and reach your financial goals—all in one place!
Manage expenses, set budgets, and achieve your financial goals—all in one place!
Financial Freedom Starts Here: Track, Budget & Succeed!
Let's get you to the right place
Unlock Success with Expert Financial Services
Annuities
Tax Savings Strategies
IRA’s & Rollovers
Trust & Estate Planning
Retirement Planning
Risk Management
Investment Planning
Income Protection
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Year of Expertise in Financial Advisory Industry along with a MDRT -certified financial advisor recommendation, We provide trusted guidance to help you to maximize your savings, Retirement Planning, Investment Guidelines, Wealth management and Reduce tax burdens with proper planning.
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Trusted by 240+ Happy Clients in Puerto Rico & Across the U.S.!
We empower individuals and businesses with expert financial solutions, ensuring confidence, integrity, and long -term success through a client-first approach.
Our Union Affiliates
Federal Employees
We simplify the retirement plans within the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS).
BENEFITS
General Public
We provide comprehensive financial solutions to help individuals plan, invest, and secure their future with confidence.
BENEFITS
Explore Our Interactive Planning Calculators
- High-3 Salary Input – Enter your highest 3-year average salary.
- Years of Service Input – Input total years of federal service.
- Retirement Age Input – Specify your expected retirement age.
- One-Click Calculation – Instantly generate your estimated annuity.
- User-Friendly Design – Clean interface with helpful input hints.
- Real-Time Validation – Ensures accurate and error-free data entry.
- Mobile-Friendly Layout – Optimized for all devices.
- Instant Results – Get quick, reliable annuity estimates.
- Initial Value Input – Enter your starting investment amount.
- Contribution Input – Specify additional yearly contributions.
- Interest Rate Input – Input or find the applicable interest rate.
- Number of Periods – Define the investment duration in years.
- Compounding Frequency – Choose annual, quarterly, or monthly compounding.
- One-Click Calculation – Instantly compute future investment value.
- Real-Time Validation – Ensures accurate and error-free data entry.
- Mobile-Friendly Interface – Accessible on all devices.
OPM Annuity Calculator
Discover Trusted Financial Advisors For Your Precious Life
Start securing your future today with expert strategies for retirement, investments, and tax planning. As MDRT (Million Dollar Round Table) -certified financial advisors, we provide trusted guidance to help you maximize savings, grow your wealth, and reduce tax burdens. Protect your assets, ensure your legacy, and achieve long-term financial security with a comprehensive plan. Take control of your financial future today!
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Do You Have Investment Questions? Let's Clear Them Up!
We guide employees on how to structure their contributions, choose the best investment options, and create a long-term plan to maximize savings for retirement.
Yes! We assist employees in evaluating their insurance benefits, understanding different coverage levels, and choosing a plan that fits their personal and family needs.
It’s never too early! The sooner you start, the more time you have to grow your savings, adjust your financial plan, and ensure a secure future.
If you leave your position, we can help you explore options for managing your savings, whether that means transferring funds, maintaining accounts, or reinvesting in other retirement plans.
Absolutely! We analyze your retirement income sources and help you develop a strategy that ensures financial stability when you retire.
PSR Assurance is a financial advisory firm specializing in retirement planning. We help individuals make informed decisions about savings, insurance, and long-term financial security.
No, while we specialize in assisting employees of certain organizations, our financial planning services are available to anyone looking to secure their financial future.
No, we offer a free consultation to understand your financial goals and explain how our services can help. After that, we provide clear pricing for any ongoing assistance.
We use secure communication channels and encryption to protect your data. We comply with all industry standards to ensure your information remains private.
You can visit our website at psrassurance.com, email info@psrassurance.com, or call +1 (787) 688-499 to schedule a consultation.
