Don’t Go It Alone Early in Your Career or Wait Until Your Last Year of Teaching
Our main priority is to help you completely understand how TRS, your largest retirement asset, works. Most teachers we meet do not realize that their TRS pension could be over a million dollars that hits their bank account throughout retirement. It is crucial to understand the ins and outs to maximize those dollars.
What tier am I? When can I retire? How many options are there? Which option fits me the best? What will my income look like after retiring? Do I need a 403(b)? Will I get social security and if so, how much? These are questions we hear every day from teachers across the state. We work as your key point of contact to provide you with the education and resources you need to successfully answer all these questions, as well as others that pop up throughout your career.
We tailor our services to meet your specific needs. We are the hand to hold in your first few years of teaching, the voice in your corner to get answers you deserve and the shoulder to lean on when it comes time to make tough decisions late in your career.
Understanding Your Options, One Step at a Time
We are committed to guiding you in:
TRS Pension Transfer and Maximization
Tax-Efficient 403(b) Alternatives
Life & Disability Insurance
403(b) Consolidation From Old Districts
Medicare Supplement Insurance
Faculty TRS Presentations
Income Distribution Planning
Through “our partners,” we can also assist with:
Home and Auto Insurance