As an educator, you are in a unique financial situation when it comes to retirement planning. Our team understands and will personalize your plan and strategy to your specific situation. You may be eligible for a pension plan: How much that pension will be worth may be determined by your years of service, ending salary and a percentage established by your employer. You may have a defined contribution plan like a 403(b) or 457(b) plan, and you may or may not be eligible for Social Security benefits. These variables make each educator’s situation different. We recognize this and will personalize your plan accordingly.

There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of capital.