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Our Services

How We Work

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Teachers Financial Services offers independent financial management and advice in the following key areas:

  • Investment planning, risk management, retirement planning, and estate conservation.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?
  • Do I need long term care?

Assess Life Insurance Needs

Understanding Extended Care

Traditional vs. Roth IRA

Where Will Your Retirement Money Come From?

403(b) vs. 457(b)

C.A.R.E.S. Act

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 800.867.6600