Supporting Those Who Sow the Seeds of Knowledge
Help protect your family and your goals.
Through our partner firm, Teacher Retirement Solutions, we are knowledgeable and adept at helping educators and administrators navigate the intricacies of their workplace benefit programs and pension plans. Let us help you by providing strategies that are tailored to your career.
Introducing Teacher Retirement Solutions
Counseling hundreds of educators to prepare for a fulfilling retirement.
Our partners at Teacher Retirement Solutions, LLC (TRS) specialize in providing financial guidance and strategies to educators, administrators, and their families throughout New England. Together, we have more than 20 years of experience helping educators make sound, informed decisions about their financial future.
CFP® Certified
Our advisors have earned the prestigious CERTIFIED FINANCIAL PLANNERTM certification or other similar accreditation. The CFP® mark remains one of the most respected and recognized certifications in the industry.
Shared Knowledge
TRS team members have been selected to present at numerous American Federation of Teachers Massachusetts (AFT MA) events in Massachusetts. We have also worked with the faculties at many local colleges in Massachusetts and New Hampshire.
Local Experience
Our intimate knowledge of the Massachusetts, New Hampshire, and Boston Retirement Systems and available 403(b)/457 options allows us to help our clients make informed financial choices and develop effective strategies as they plan their retirements.
Programs That Educate
Our team's well-received educational lecture, “The Informed Educator,” provides opportunities for educators and administrators to learn about how they can better plan for retirement.