You Made The Right Decision Then...
When you chose to enter the field of education, we believe you made the right decision.
You wanted to make a difference in young people’s lives, helping them learn, making them think… you felt that you could “touch the future”, and you were right about your profession..
It wasn’t really about the money for you when you became an educator, any more than it was about the money for other teachers and educators who have long since proven to be the best and the brightest in your field.
By employing a volume approach, we can provide services and what we feel are low fees, while also attempting to provide more personalized service to meet your individual needs and personal objectives.
Teacher & Educator Consulting Services
Now its time for you to make another decision to determine if using our professional financial consulting services could be of benefit to you. We strive to help you maximize your future financial fitness.
Retirement Plan Distribution
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. You may be eligible for special treatment if you pay taxes now, or if you decide to roll your distribution over into an IRA and defer taxes, you need to know which strategy is best for you.