Our Services

During these unprecedented times we are here for you. Let's set up an appointment via FaceTime or Zoom to meet from the comfort of your own home.

Click here to schedule an appointment

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?