If you are near retirement, the first thing that you should do is to understand how your TRS / SERS retirement plan works. We can help you understand how this benefit works. We will also discuss about your Social Security benefits and/or other pensions that you may have (such as Teamsters pension). Then we will integrate all of these to come up with a plan on how to generate retirement income for you.

If you are still years away from retirement, then we should discuss about supplementing your retirement plan with a supplemental program called 403b. If you are still dealing with student loan, we can create a strategy on tackling this debt. We will explore and navigate Public Service Loan Forgiveness, Teacher Loan Forgiveness, and Teacher Loan Cancellation program, as applicable.

We understand that as a teacher / school professional, you have a busy life. We can meet virtually over Zoom (or other platforms) or in-person.

Are you running an independent school or small business? Do you lose good talents to public schools or your competitors? We have retirement benefit solutions that can help you attract and retain good employees.

While other employers choose to engage giant, national retirement providers, you can choose to have a retirement provider who can provide on-site training for your employees. Rather than giving your employees a phone number to an out-of-state call center, why not work a provider that can give your employees access to a local financial planner?

Many of your employees may want to have a professional that they can talk to regarding a variety of financial topics such as: retirement planning, insurance planning, tax planning, debt-payoff strategy, and estate planning.

Some business owners also want to ensure that their retirement future is secured. We can create a customized plan that can benefit employees and business owners.

Contact us for a complimentary meeting to discuss various plans that can fit your needs and your budget.