Mr. Bailey first started with Teachers Financial Services (TFS) as a client starting his own retirement savings account with them while still in the classroom teaching High School Special Education. Now, as TFS Associates, Steve and his wife Rose are delighted to be both clients and associates with Teachers Financial Services (TFS).
Steve has a Masters Degree in Public Policy and Administration, a Bachelors Degree in Psychology, a Multiple Subjects Special Education Teaching Credential, and a Certificate in Radiologic Technology. Rose has a Bachelors Degree in Accounting and Commerce, as well as fluency in Mandarin and Tagalog, the national languages of China and the Philippines. With such a commitment to academics, it is natural that they take an educational approach to serving their clients. Their desire is to have each and every client make informed decisions about their finances. They feel that by making such an investment in their clients, they are facilitating the development of long-standing service relationships rather than merely accumulating long lists of consumers.
Together, they have helped hundreds of classified and certificated public education employees place their 403b/TSA retirement savings in safe and secure financial products where they are guaranteed never to lose any of their principal. Their licenses allow them to serve individuals from both the public and private sectors needing life insurance, fixed-indexed ROTH and Traditional Individual Retirement Accounts (IRAs), college funding plans, and long-term care insurance.
If you are seeking the peace of mind that comes with knowing you will never lose a penny of your hard-earned money, GUARANTEED; give them a call.