Personalized strategies designed around the unique benefits, pensions, and retirement plans available to public school employees.
Clear, practical guidance at every stage of your retirement planning journey.
Custom plans that account for your pension, 403(b), Social Security, and personal savings goals.
In-depth analysis of your plan options to help you maximize returns and minimize fees.
Strategic timing and integration of your pension benefits with Social Security for optimal income.
Engaging group sessions for your district's staff on retirement readiness and smart financial habits.
K12 Wealth Advisor is dedicated to helping educators build confident retirement plans. We understand the unique benefits landscape of public education and provide guidance tailored to your district's specific plans. Whether you're early in your career or approaching retirement, our team helps you make sense of your options and build a strategy that works.
We work exclusively with K-12 professionals and understand your benefits inside and out.
Your first conversation with us is always complimentary, with no pressure or obligation.
Our recommendations are always made with your best financial interests as the priority.