Have questions about investments, state pension, social security income or retirement planning? We are here to help.
Passionate Experts
Speak with an independent consultant highly versed in the challenges associated with retiring as a public school employee. Helping you plan and prepare for retirement starts with understanding your concerns, identifying information needed, and answering questions. The primary objective is to help ensure you have the tools and knowledge needed to feel confident about your retirement future.
Retirement Analysis
Ensure you understand all of your retirement income sources, from state pension and social security benefits, to supplemental accounts such as 403(b), IRA and 401(k) plans. Review your optimal retirement age and options available that can help reach your goals.
Key Planning Questions
1. What is the most optimal age to retire?
2. How much money will I have at retirement?
3. How much money will I need throughout retirement?
4. What is my retirement income deficit?
5. How do I increase my retirement income and reduce my deficit?