Financial Advisor for Teachers and Administrators

You want to start saving for retirement. You heard from co-workers about 403b plans. But you also remember hearing something about the Department of Labor being considered that many individuals are paying high fees in their retirement accounts.

So you would like to do some research. To do that you first need to find out who is the third party provider (TPA). Meaning who is administering the program. After finding that out, you will realize that there are over ten different 403b companies to choose from making researching a more significant task.

Maybe it is easier to partner with an experienced financial advisor? Someone independent and qualified who can recommend which company in your plan best meets your needs. Who already knows who the TPA is for your school system and what forms are needed.

About Me

For the past 26 years, I’ve had the pleasure of providing financial advice to educators as their financial 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 plans, and other financial issues specific to educators.

2018 Retirement Plan Limits


School System’s Where I Can Setup Your 403(b) Plan ↓

Because I provide flexible payment options: fee-only, hourly rate, or commission, I can recommend and design a 403b portfolio for the majority of the providers in your 403b plan.

Retirement Plan Catch-up Options for Public School Employees

Contact Tim

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