Fiduciaries for Educators
Stop being a target of bagel toting investment salespeople and let us create a lesson plan designed specifically for you that will work from now until you ring that final bell for retirement.
You’ve spent your whole career putting others first: helping, guiding, instructing and serving others
at a crucial stage of development in life.
Question: Who is looking out for you?
The Answer: We are.
As fiduciaries and family members of current teachers, we always put your needs first. Seems simple, but schools are often targets for financial salespeople masquerading as advisors.
You know these people. They stop by the teacher’s lounge for an hour with donuts claiming to have the ‘best’ 403(b) in your district with applications ready to fill out on the spot. Then, you never hear from them again.
We don’t believe annuities and 403(b)’s belong in the same sentence and we have no proprietary products to push. Rather, we believe in putting together a plan tailored to maximize your benefits.
Our experienced team is fully equipped to help you navigate the tricky world of 403(b)/457 plans, Roth IRA’s, state pensions and a supplemental diversified portfolio.