Teachers Retirement Services
Who we are:
Our team of advisors have assisted thousands of teachers and school employees to better understand and be prepared for retirement.
Our K-12 division of advisors are specifically trained and certified in our K-12 Training Program to have the diverse range of knowledge to assist teachers with their specific retirement questions and needs.
Our advisors do not charge any fees for these services. School approved plan providers will compensate our advisors directly for recommending their products.
We partner with Fee-Based Advisors who also specialize in the K-12 marketplace for those clients who seek these services.
How we help:
• Provide in depth education on state pension plans.
• Find old retirement accounts.
• Move old retirement plans to your current school system.
• Paycheck analysis to maximize retirement savings and tax deductions that K-12 employees are entitled to.
• Social Security Education (for those who participate).
• Solve for “X” by designing a specific plan for each client to make sure they are able to retire with peace and purpose.
How to optimize your consultation (Optional):
• Have a current pay stub.
• Have any retirement statements or account values (to be used in custom retirement calculations).
• Have your years of services (including previous states or years working in private schools).