The work of educators and government employees impacts the lives of every American as well as the lives of people around the world. It is meaningful work performed by those who make a meaningful contribution to society.
Whether you are an educator, firefighter, police officer, sanitation worker, or government administrator, we provide financial strategies customized to your particular needs. We have worked with hundreds of first year educators just getting started, police officers in mid career, administrators close to retirement, and family members needing advice. To all we provide solid strategies for the here and now as well as for the future. We are with our clients for the long haul and value the longstanding, collaborative relationships we enjoy with our dedicated educators and government employees, many of which last from early career through retirement.
If you are an educator or government employee, we provide customized, dedicated services, including:
Regular onsite reviews of your portfolio to help ensure it remains in-line with your goals and objectives
Thorough review and pension calculation assistance
Guidance of the pension buy back process
Knowledge of the tax codes to help you understand and implement the catch up provisions
Information about deferral of sick, vacation, and/or terminal leave into a retirement plan to avoid taxation
Assistance with government pension offset calculations for public safety employees
The information provided about your Pension is based on our general understanding of the subject matter discussed and is for informational purposes only. The information provided is not approved or endorsed by the state or district regarding your pension. Equitable Advisors, LLC, its affiliates and representatives are not affiliated or associated with any school district, state agency or retirement program.