THE EXPERTISE YOU NEED
THE ATTENTION YOU DESERVE
APPROVED BY THE DISTRICT
Each year, as an employee of the School District you are eligble to receive a free one-on-one consultation for answer to your specific state, federal and individual retirment benfit questions. At your consultation, you will be provided information that will tell you:
- What you expected income will be from TRS/MRF when you retire.
- How much longer you will have to work.
- How you can save more money for retirement,without affecting your take home pay.
- Which 403(b) option have guaranteed income when you retire.
Appointments fill up quickly.If you'd like to secure your spot,click on the button or link below and complete the short form with a date and time that work best for you.To schedule a free Pension Analysis & Retirement Review
All licensed representatives are not employees of the district or TRS/IMRS.
Prospects Six Strategies to Help Retirees Reduce Taxes (3).
Retirees For Those Who Want to Prosper and Thrive in Retirement
Authorized to represent: Great American: GALIC, NLG, AXA, Voya, Athene, Fidelity Guaranty Midand , Royal Neighbours, LSW, Atlantic Coast, Global Atlantic ALIC, Approved District:203, 204, 129, U46, 200, 58, 41, 101, 209, 47, 220, 59, 54, 60, 68, 220, CCSD 93 , HSD 214.Member of - BBB, IAMB, Chamber of Commerce.Our district advisers are appointed & approved by the district and a copy can be foumd on the vender list located on the district website or by contacting the district office and requesting a copy.we are not an employee of TRS, IMRF or the District.