We help teachers and public employees retire with dignity by understanding their pension and income gap at retirement. It is very important that you meet with a member benefit specialist.
As an educator or public employee, you are eligible for a complimentary phone or video conference consultation to review and answer questions regarding your employer retirement plan and individual retirement benefits. You will be provided with information that will help determine:
- What your potential income can be and when you are eligible to retire
- How to best strategize your retirement plan
- Tax Free retirement income strategies
Our goal? To safeguard the retirement dreams you strived to achieve and the assets you have worked so hard to accumulate. We start by documenting your financial / retirement goals then compare them to your current portfolio and help with any updates to keep them aligned.
Schedule an appointment if:
- You would like a calculation for your pension
- You would like to review your current retirement accounts (403b, Roth IRA, IRA, 401k, etc.)
- You would like to have annual reviews of your plan, ensuring that you are on-track with your pension and that it aligns with your retirement goals.
