Education Professionals

Client Centered

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

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.