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Ideas for Educators


Today's educators and nonprofit professionals realize the way to succeed is by having the right partners. Whether your objectives are to maximize your tax advantage and retirement savings or optimize your current investment strategies.  Because we are independent we're committed to providing the consultative service you desire.

Annual Maximum Exclusion Allowance Calculations - To determine the maximum amount of your salary that can be deferred into a 403(b) plan and any applicable catch-up amount, based on information you provide to us.

Paycheck Comparison - to illustrate the net effect of 403(b) salary deferrals on your net pay.

One-on-One Consultations - to assist you in determining the most suitable retirement planning strategies and investment vehicles for you and your family. Our annual Financial Fitness Reviews make certain that your savings, investment and risk management plans appropriately reflect your current situation and anticipated goals.