Who’s Helping You With Your 403(b) Account?
For the past 25 years, I’ve had the pleasure of providing financial advice to educators as their advisor for their 403b plans. During this time, I have accumulated a reservoir of knowledge on your retirement system, the social security offset/windfall elimination, 403b programs, and other financial issues specific to educators.
For educators, we review the choices available to you in your school system’s 403b plan. I recommend one or two of them, and then I build and monitor your 403(b) portfolio.
- I emphasize education – I am ready to give you my unbiased opinion and my perspective resulting from years of experience.
- I stick around – My clients know that they can turn to me today and tomorrow, as I have maintained relationships with them. Rather than doing just the minimum, I want to provide you with ongoing advice as changes in your life affect your financial situation and objectives.
- Unbiased advice – No cookie-cutter solutions here. Being independent means, I have the freedom to search the 403(b) options available to you and recommend the ones I feel best suited to your needs.
Your 403(b) is potentially one of the best retirement savings vehicle you have. An ongoing relationship with a financial consultant may help you realize that potential, and help you avoid impulsive decisions that could have a negative impact on your 403(b) account.
The Catch-up Options of 403(b) and 457 Plans for Educators
Public school educators including university professors and administrators can save more pretax than any other employee in either the public or private sector.
Get a Free 403(b) Consultation:
Investment Advisor Representative
39 Braddock Park #5
Boston, MA 02116
126 Horseneck Road
S. Dartmouth, MA 02748
403(b) Plans I work with:
- Fidelity 403(b)
- Security Benefit
- Axa Equitable
- Aspire Financial
- Putnam Funds
- American Funds
The 403(b) Providers In Your School System.
Each provider has their own fee structure, fund choices, and product features.
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