CA State Teachers Retirement Benefits Appointment

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I began my career working for the Los Angeles Unified school district as an educator. I felt that teachers deserved better when it came to the service and treatment they received from many financial advisors, and I set out to create a financial firm built with the mission of helping teachers achieve their financial goals. After 20 years of specializing in teachers' retirement services, I'm proud to say, we are here for teachers. ​​

You are eligible to sit with a consultant to answer your questions regarding your Pension, 403B, Pension Reform, Beneficiary Benefits, Social Security Eligibility, and other retirement benefits.

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Our Process

Pension Projection
​Review your pension payout benefits including optional beneficiary benefits.

Retirement Income Gap
Learn how to calculate your gap. The average Retirement Income Gap for members is 30-40% of their income. 

Income Gap Supplement
Understand options available in the districts 403(b) savings plan to offset the Retirement Income Gap.

Speak with a licensed financial advisor

Appointments take place over the phone and last roughly 25-30 mins. 
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Schedule your appointment and review your retirement benefits to ensure you will receive the maximum retirement income. Click the BOOK NOW button to set your appointment date and time. 

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