Educational Professionals

Public school and higher education clients turn to us to help them understand their financial options and opportunities. We understand the tremendous amount of pressure our educators are under relative to standardized testing, test preparation, limited budgets, and overall student/classroom administration. The considerable workload and stress our educators deal with leaves little time for them to properly care for their financial future. We help our educators with personal finances, saving for their future, and understanding their pension income and retirement options.


We help our educators answer questions such as:

  • How well do you really understand your pension benefit options?
  • Do you know how much additional retirement income you may need?
  • Do you know at least three strategies to potentially enhance your retirement income?
  • Do you know how health will impact your financial decisions?