Understand Your Pension. Maximize Your 403(b). Retire with Confidence
You’ve spent your career helping students succeed – now it’s time to make your retirement work for you.
I help educators and public school staff turn pension benefits and savings into a clear plan for financial freedom.
Your Retirement Deserves More Than Uncertainty
What Happens to Your Pension - and Your Future - When You Change Districts, Move States, or Retire?
Many educators wait too long to fully understand their pension or take advantage of their 403(b) options.
I help you avoid that.
Whether you’re early in your career or approaching retirement years, I’ll guide you through your benefits, rollovers, and income options – so you can retire with clarity and confidence.
With my guidance, you’ll:
- Understand how your state pension actually works (and when you’re eligible)
- Learn how to combine your pension with a 403(b) for stronger retirement income.
- Get help rolling over old 403(b) or 401(k) accounts from past districts or jobs.
- Build a plan that balances growth, protection, and guaranteed income.
- Enjoy peace of mind knowing your financial future isn’t left to chance.