Educating the Educator
Everyone should always be learning something...Right?
Retirement planning for yourself should not be a guessing game. Each person facing retirement has different dreams and goals. Making a generic uneducated decision could lead to a potential disaster later in life. Please take our short online quiz to start your own personal retirement education today!
Start your education today and help make sure your own future is bright!
Quick online questionnaire
Answer a few questions to help us
learn a little more about your personal situation to help us get to know you before our first meeting.
One-on-One training
Everyone gets their own Teacher's Retirement, but not every teacher's retirement is identical. Learn from
our experts and create your own
individual plan of action.
Partnership over time
Our personal goals are to have each educator we work with to achieve their own success stories. We will be with you every step of the way to achieve your goals.
When should I start to think about retirement?
Too early or too late to start?
Sometimes, unexpected expenses can arise making the answer to this question a difficult one. Whether you are young and starting your own family, or a few years away from retirement unexpected expenses can always influence the answer to this question. Of course, the sooner you start to save the better off you will be when you retire. However, even when you reach your 50s or 60s you still can save. With the help and guidance of our teams of professionals, we can help get you on the right path to retirement.
40+
Combined Years of Experience
between our team members
SERVICES LIST
What you will learn with our team
Retirement Strategies
Individualized Strategies
We all have individual goals and dreams, so why do we only look at the option given to us by our employer for our retirement? Retirement is not a one size fits all. We help tailor your own personal goals into your own personal plan.
Debt Planning
Unexpected emergencies and life sometimes lead us accumulate debt. Our team has tools to help you breathe better and pay down debts.
Life Insurance
Life insurance has many uses and benefits, but most times people avoid looking at life insurance while they are young because they have it through their employer. This can be a costly mistake, because often times it ends when you retire.
Long Term Care
Many people think LTC is covered by Medicare. This however is not the case. Not preplanning for this expense can cost thousands of dollars in your retirement years.
Medicare Tips
Navigating Medicare can be tricky. Once in a lifetime decision must be made in a timely fashion leaving many recipients bewildered. Our team has Medicare Specialists that can help educate your decision.
FAQS
When is the best time to start planning for retirement?
Honestly, there is no right or wrong answer. Of course, starting early would allow more time to accumulate more money. However, strategies exist for those nearer to retirement age.
Do I choose the single life or joint life option?
This question depends on you and your personal situation. This answer will be discovered through our process.
How much is this education going to cost me?
Absolutely nothing. Your initial consultation is free. If you decide to use our experts the products will dictate the compensation method. All of our experts will be transparent with how they are compensated.
Get In Touch
770-625-8456
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