We have clients from all walks of life. However, one particular area in which we have developed a specialty is the educator. Educators have specific challenges with respect to retirement planning, including understanding the relevant state retirement system (CalSTRS in California’s case) and 403(b)/TSA plans.

Technology now makes distant communication so easy, we have clients in twenty-one different states and all over California.  However, a majority of our clients are local to the Los Angeles area, including most of the local school districts such as Los Angeles Unified, Long Beach Unified, Torrance Unified, etc.  We can work with educators in virtually any district in California, and most districts across the nation.

We are independent, meaning that we can help you select that 403(b)/TSA plan that is most appropriate for you, rather than

If you are an educator, click here for a copy of our white paper that includes a discussion on the financial strength and risks of the CalSTRS program.

Feel free to give us a call to discuss your situation to see how we can help you.