Education Professionals
As an educator, you face unique choices and challenges when it comes to retirement, and you will likely retire earlier than your non-teacher friends. As a wealth management firm specializing in the education sector, we help people like you, retire successfully every day.
At Integrated Financial Solutions, we can help with:
- Education - Complimentary financial workshops designed to help teachers like you understand concepts so they can retire with confidence. We will cover topics such as:
- Your State Pension and payout options in retirement
- Social Security retirement benefits
- The saving advantages of a 403(b) and 457 plan
- Individual Retirement Accounts (IRAs)
- Local Financial Advice - Our advisors are local. We live and work in the same community you do and specialize in helping you understand your pension options so you can develop a savings plan for retirement. Working with IFS means you have support and access to:
- Financial advice and education
- Seminars and workshops on retirement in your local community
- Retirement reports that include potential “income gaps” throughout retirement
- Investment strategy choices aimed at helping you accumulate, protect and create income throughout retirement
- Annual reviews to monitor your progress
- 403(b) Employer Cases - Established for non-profit employers including public school districts, 403(b) plans - or Tax-Sheltered Annuity (TSA) plans - allow employees to set aside pre-tax dollars for retirement. We are an approved provider for the following local public school districts:
Retiring from public education doesn’t have to be complicated. With our well-rounded team of professionals, you can retire with confidence.
Call to learn more and to schedule a complimentary consultation.