- How We Can help you -
Maximize Retirement
We specialize in retirement planning for public educators, state employees, and federal workers, as well as their family and friends by offering tailored financial strategies for achieving retirement goals:
- Personalized solutions: Optimizing retirement savings for financial security.
- Expert guidance: Advisors well-versed in retirement plans and benefits.
- Comprehensive support: Assistance with contributions, investments, and income planning.
- Peace of mind: Navigate retirement complexities with complete assurance for the future.
Make Your Money Last A Lifetime
Our firm specializes in securing lasting income for educators, state employees, and federal workers:
- Tailored strategies: Customized plans designed for retirement income.
- Personalized advice: Crafting income plans tailored to meet individual needs.
- Varied solutions: Explore options such as Annuities, Cash Value Life Insurance, Rollovers, and many other strategies.
- Comprehensive approach: Addressing inflation, volatility, and longevity risk.
- Expert assistance: Experienced advisors provide support for enduring financial security. Did you know inflation in retirement can average 4% per year?
Protect Your Family & Protect Your Future Income
Our firm is dedicated to the financial security of educators, state employees, and federal workers, offering comprehensive protection beyond retirement savings and income:
- Unique insurance solutions: Customized plans to safeguard against unexpected events.
- Personalized protection: Cash-accumulating Life insurance and long-term care options tailored to your needs.
- Peace of mind: Ensure financial security for you and your family.
- Expert guidance: Advisors recommend tailored insurance solutions to mitigate risks.
- Trusted support: Count on us to safeguard your family and secure future income, whatever life brings.
Educate You On All Your Retirement Options
We simplify retirement planning, guiding you towards informed decisions:
- Clear explanations: Understand various retirement plans like 403(b), 401(a), 457(b) and pensions.
- Comprehensive insights: Learn about features, benefits, contributions, investments, taxes, and employer matches.
- Tailored education: Get personalized guidance aligned with your financial goals.
- Confident decisions: Empowerment for a secure retirement.
- Continuous support: From start to finish, we're here for you!