Teachers with a Plan Student Loan Planning icon

Student Loan Planning

Are you on track for student loan forgiveness? Or is it more like “what forgiveness?”

Making decisions regarding your student loans can be a challenging task. School district employees and teachers do not have the proper resources available to them to make informed decisions with their student loans. We help you explore student loan forgiveness opportunities and show you exactly what you need to do to be on track for forgiveness. We will double check where you are in that process and if you aren’t on track, we will help you make the next decision to get there.

Teachers with a Plan Comprehensive Financial Planning icon

Holistic Planning

Let’s get all your financial goals organized and in one easy-to-discern plan.

We work with you to develop a plan that will help you achieve your most important goals. This is designed to help bring all of your finances together in one plan. The most common areas of planning are, but not limited to, student loan planning, education planning, retirement planning, tax planning, insurance planning and estate planning.

Investment Management

The word “investments” can make people cringe with confusion. But not us—it’s our favorite word.

We will manage your investments for a flat percentage of assets under our care. We can also help you decide which account types may be appropriate as well as explore any tax opportunities associated with them.

Teachers with a Plan Student Loan Planning icon
Teachers with a Plan Comprehensive Financial Planning icon

Student Loan Planning

Are you on track for student loan forgiveness? Or is it more like “what forgiveness?”

Making correct decisions with your student loans can be a challenging task. School district employees and teachers do not have the proper resources available to them to make the best decisions with their student loans. We help you explore student loan forgiveness opportunities and show you exactly what you need to do to be on track for forgiveness. We will double check where you are in that process and if you aren’t on track, we will help you make the next decision to get there.

Comprehensive Financial Planning

Let’s get all your financial goals organized and in one easy-to-discern plan.

We work with you to develop a financial plan that will help you achieve your most important goals. This is designed to help bring all of your finances together in one financial plan. The most common areas of financial planning are, but not limited to, student loan planning, education planning, retirement planning, tax planning, insurance planning and estate planning.

Investment Management

The word “investments” can make people cringe with confusion. But not us—it’s our favorite word.

We will manage your investments for a flat percentage of assets under our care. We can also help you decide which account types would be most appropriate as well as explore any tax opportunities associated with them.

How does this process work?

You need to be completely comfortable with your financial future which is why we aim to truly understand your situation before making any suggestions on how to manage it.

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FREE PHONE CALL TO DISCOVER YOUR NEEDS
WE ASSEMBLE YOUR INFORMATION
WE CREATE A THOROUGH GAME PLAN
Teachers with a Plan Step 1
FREE PHONE CALL TO DISCOVER YOUR NEEDS
Teachers with a Plan Step 2
WE ASSEMBLE YOUR INFORMATION
Teachers with a Plan Step 3
WE CREATE A THOROUGH GAME PLAN
Teachers with a Plan icon

You don’t have to figure this out alone.

You deserve clear and objective guidance to help you navigate your complex financial goals.

And if you decide you don’t need our assistance in holistic planning—it’s totally cool—we promise not to pressure you. We are always here for you. This is your future.

SCHEDULE YOUR FREE PHONE Call