Our Mission
We take time to understand your goals and help you build a strategy tailored to your needs.
Our Approach
You get our full attention - from planning to follow-through - with clear, proactive guidance.
Our Ethos
Trust. Honesty. Integrity.
These values guide every client relationship we build.
ABOUT US
We Work for You
At Teachers Financial Services, we specialize in helping public education employees make informed financial decisions with confidence. With over 50 years of combined experience, our team offers independent, personalized advice - from retirement planning and insurance to tax strategies and investment guidance. We’re known for simplifying complex financial matters and taking a proactive, client-first approach.
Every conversation starts with understanding your unique goals so we can help you build a secure, confident future.
WE'RE HERE TO HELP
Our services are designed to help you answer the following questions:
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Am I making the most of my 403(b) plan?
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Should I open an IRA to boost my retirement savings?
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How can I get more from my investments?
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How can I reduce my exposure to risk?
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How much money will I need to live comfortably in retirement?
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Am I saving enough?
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What is the best way to save for college?
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How can I help reduce estate taxes and preserve more of my assets for my heirs?
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Do I have the right amount of life insurance?
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Do I need long term care?
An Investment in Knowledge Pays the Best Interest
- Benjamin Franklin -
