Industry – Teachers and Educators

You entered the education field because you love teaching. You wanted to make a difference in young people’s lives, help them learn, encourage them to grow. It wasn’t about the money when you started your job any more than it’s about the money for the teachers who have joined this profession since. 

Even though this job isn’t about the money, you have the opportunity to make the most of the income you already earn.  

We understand the unique financial issues facing today’s teachers and educators. We help you make the most of your finances so you can continue inspiring students and sharing your knowledge with the next generation. We provide services that have low fees, while still providing more personalized service to meet your needs and personal objectives. 

If you are about to receive a distribution from your employer’s profit sharing plan, 403(b), 401(k), or pension fund, we may be able to help you with the important decisions facing you at this time. 

You should know your tax planning options. Whether you pay taxes now or you decide to roll your distribution over into an IRA and defer taxes, you may be eligible for additional benefits. We can help you decide which retirement distribution strategy is best for you. 

As an educator, it’s vital to have a solid financial plan in place to get the most out of your assets and income, both now and in the future. You know the importance of using sound research and consulting expert sources when making important life decisions. 

Let our team of experts provide the information and resources you need to enhance your existing financial plan or create a sound investment strategy.