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.
