TFG For Educators

Education is key in building trust, and, we believe, develops longer, more rewarding relationships with our clients, just like you and your students.

Whether you are a first-year teacher, mid-career with family responsibilities, or late career, transitioning into retirement and have pension benefits you need help assessing, we can help.

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403(b)/457(b) Plans

We work in alliance with Equitable, the largest K-12 403(b) and 457(b) provider in the U.S. to establish and manage your plan, directly through your employer.

Pension Analysis

State pensions for educators are complicated – we can help. We can educate you on the details, and guide you to an appropriate pension option for your optimal retirement.

Retirement Planning

The big picture. This cornerstone of our process pinpoints the best asset mix for you, and analyses your cash flow up to – and through retirement.

Portfolio Analysis

Already have another retirement plan? We provide professional analysis of your existing accounts so you know what you have, and if there’s room for improvement.

School Systems We Service

Speak to a Professional

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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