Retirement Clarity for Public Sector Employees
You dedicated your career to public service. Now it’s time to make informed decisions about your retirement with guidance designed specifically for public employees.
Specialist · Not Generalist
Serving CalSTRS, CalPERS & LACERA Members.
Public Employee Benefits Focused
Household-Level Retirement Planning
The Problem We Solve
Most California public employees face several major retirement decisions at the same time.
Retirement Decisions Don't Happen in Isolation
You may be evaluating:
- Pension elections
- Survivor benefit options
- Social Security eligibility
- Medicare enrollment
- Life insurance needs
- Retirement income planning
- Tax considerations
The challenge is that these decisions often affect one another.
Specialized Guidance for Public Sector Employees
LAUSD Educators & School Employees
Helping CalSTRS members navigate retirement, survivor options, and retirement income planning.
LA County Employees
California State Employees
Ready to Discuss Your Retirement?
Recent federal law may have changed your Social Security eligibility.
The Social Security Fairness Act affects many public employees. Let’s check whether it affects you.
Book a Meeting
818-639-4222
A Simple Three-Step Process
Learn
Attend an educational presentation or schedule an introductory conversation.
Step
Meet
Step
Build Your Plan
Get a tailored retirement plan designed around your unique needs and goals.
Step
Solutions Designed Around Your Retirement Goals
Life Insurance Solutions
Protection strategies designed to help safeguard your family's financial future.
Guaranteed Income Strategies
Fixed indexed annuity solutions designed to help address potential retirement income gaps. All examples are illustrative and subject to carrier terms.
Disability Income Protection
Coverage options designed to help protect income during unexpected health events.
Supplemental Worksite Benefits
Additional protection solutions available through leading insurance carriers.
Survivor & Legacy Planning
Helping households prepare for the financial impact of losing a spouse.
403(b) & 457(b) Education
Educational guidance to help public employees better understand available retirement savings options.
What Our Clients Appreciate
Testimonials reflect individual client experiences and are not a guarantee of future results.
Meet Our Team
Thelma Solis
Founder & CEO • California Licensed Insurance Agent — Public Sector Benefits
Christine Favela
California Licensed Insurance Agent — Public Sector Benefits (Life, Accident & Health)
Christine Favela is a California-licensed insurance agent helping public-sector employees…
Denise Rodas
California Licensed Insurance Agent — Public Sector Benefits (Life Insurance)
Denise Rodas is a California-licensed insurance agent who helps public-sector employees….
California Licensed Insurance Agent — Public Sector Benefits
Helping California public employees navigate retirement, insurance, and survivor planning with education-first guidance tailored to the unique needs of educators, county employees and state workers.
Carriers We Work With
A selection of the carriers we represent