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How we work with you

Saving for retirement is a crucial step forward you can take towards pursuing your goals and having a trusted team of financial advisors along the journey can help give you confidence. We work with educators to help them understand, prepare and invest towards retirement. No matter how far along you are in your journey, we are here to help! Check out below to see how we can help you!

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Building Toward Retirement


If you are not already enrolled in your 403(b), we can help you to do so as we work with a few different 403(b) platforms which are available at many public schools. 

Investment allocation

We help you choose investment options in your 403(b) best suited for your individual goals and monitor this portfolio as your situation changes.


Setting up a proper budgeting framework can be key to help you pursue financial freedom. We can assist you to put in place a proper budgeting strategy that encompasses your lifestyle.  

Retirement is imminent

Investment Review

As you are nearing retirement, we will help to make sure your investments align with your retirement goals.

Cash Flow Analysis

Making sure you have the proper cash flow budgeted to live your desired retirement life can be vital to your planning. We will help you understand your cash flows for the next phase of your life. 

Financial Planning

We will help you devise a plan to carry out for your retirement with all forms of income in mind, including your pension/retirement account, social security and any others.

In Retirement

Estate Planning Analysis

Ensuring your assets are passed onto the proper beneficiaries can be key to your confidence in retirement. We can help you develop and implement an estate plan tailored to your wants and desires. 


In retirement, you may want to give monetary or asset-based gifts to family members. Some of these gifts may even benefit your taxable income. We can help you properly implement these strategies for you and your beneficiaries. 

Charitable giving

Giving to charity can be one of the most fulfilling accomplishments you make in life. Your good deeds may also be able to help your own financial outlook when it comes to tax planning. We can help show you how doing good for others may also be doing good for yourself!

More Resources

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Click the button below to see answers to some of the most frequently asked questions we receive about Educator 403(b)'s.

403(b) FAQ's
Our History

For New York State Teachers, click the button below to understand more about your pension vesting timeline.

NYS Pension

Contact us today to discuss!

Thank you!