K-12 and College Employees

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.

403(b) and 457(b) Savings

We help you enroll in your plan through the district or review your current accounts

Early Retirement

Consider healthcare, budgeting, pension income, and retirement savings distribution planning

Pension Maximization

Your pension can provide you and your family with guaranteed income, however we want to make sure you are maximizing your benefits.

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