K-12
Whether you’re an Administrator, Principal, Teacher or Aide, you will face the same issues as other individuals outside of “Education” when saving for retirement, but you will have unique needs to. You are required to participate in your state’s Teacher Retirement System but have the opportunity to participate in a 403(b) plan too. Which provider should you choose? Should you participate in a Traditional or ROTH 403(b). Do you have a 457(b) plan available? How much are you paying in fees?
These are all questions that we can help you answer. We’ll work with you to create, implement, and manage a plan that will work within the parameters set by your school district and coordinate with you State Retirement Plan to help you with your retirement goals.
Higher Education
Working in Higher Education certainly has its rewards. If you are employed by a State University or small private college, you have very different choices when it concerns how you will save for your retirement.
We will work with you to sort out your options and decide what is best for you. We’ll work with you to understand, implement, and manage a plan that will help you with your personal goals.
Every investor’s situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Prior to making an investment decision, please consult with your financial advisor about your individual situation.
