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Planning for Educators

As an educator, you play a vital role in nurturing and preparing our children for the future. But who supports you on your path to financial success? 

Fortunately, you have options to pursue a comfortable retirement. A 403(b) and diligent financial planning, in addition to the CalSTRS pension, offer the best opportunity for you to Pursue the secure retirement you dream of.

Explore the information below to learn about the resources available to support your journey.

CalSTRS

CalSTRS is the backbone of your retirement income. Your final benefit amount is determined by three factors: your years of service, your wages from the last three years, and the specific pension formula used.

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403(b)

These tax advantaged accounts are available to most teachers, support staff, and other county employees. Similar to an IRA, these accounts can be a great way to take advantage of tax benefits while saving for your future.

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Financial Planning

Take an active role in planning your retirement to ensure the best possible outcome. Your dedication to your profession deserves a well-planned future.

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Empower your financial future. Our team understands the unique financial challenges that educators face. Our tailored financial planning services are designed to help you navigate your journey with confidence and clarity. Whether you're looking to save for the future, manage debt, or invest wisely, our professional guidance is here to support you every step of the way. Take the first step today and work toward securing your financial future with us.