Education Administration

Our goal is to make sure you are taking care of yourself, your family, and your goals. While comprehensive financial planning covers all aspects of an individual's financial life, we make sure to take an extra look at the key areas below.

Contract Benefits

For administrators that can negotiate their own contracts, we review additional benefits that can be added saving both you and your district money.

Personal CBO

Your district has someone in place to ensure keep its financials in order. We serve a similar role for you and your family.

403(b) and 457(b) Savings

We help you enroll your plan through the district or review what you currently have

Student Loans & Forgiveness

There have been many changes with the programs, but we review each one to determine if your loans may qualify for federal student loan forgiveness.

How to Work With Us

You choose how you want to work with us. Whether you only want a one-time financial plan, ongoing planning, or encompassing investment management, we meet you where you are.

Planning Only

One-time fee for an in-depth plan covering all areas of your life

Ongoing Planning

Monthly fee for ongoing financial planning without investment management

Managing Investments

Annual fee based on account balance we manage. Includes financial planning on accounts larger than $250,000

Insurance Solutions

Life insurance, long-term care insurance, disability insurance, annuities, and more