Retirement Planning For Washington State Employees

Since 2018

Get Investment advice on your Plan 3, DCP & 403b accounts!

Have Questions On Your TRS or PERS Retirement?

Why Choose Us

We are a virtual financial planning firm that exclusively helps Washington TRS & PERS members maximize their retirement income so that they can retire early and enjoy thier free time

How we can help

Tax Planning strategies

Retirement Income

Risk Management

Plan 3 & DCP Investment Advice

Our clients come to us when they:

✔ Need clarity on how their TRS or PERS retirement benefits and savings options work

✔ Want to make sure they are on the right track to retire on time
✔ Need help with their Plan 3 or DCP Investments
✔ Need help planning for an early retirement
✔ Need help reducing their tax bill in retirement
✔ Want someone who understands their unique situation to manage their investments
✔ Feel their current advisor isn’t providing them with the value and service they deserve

Our clients are tired of putting all of their energy into:

❌ Worrying what will happen to their retirement when (not if) the market crashes
❌ Trying to keep track of what the stock market or economy is doing and how it will affect them
❌ Keeping track of all the annual WA DRS, Social Security and IRS tax law changes

❌ Attempting to manage their own investments within TRS 3, PERS 3 & DCP
❌ Trying to find a credible advisor they can trust that actually knows about their unique state benefits
❌ Hoping they aren’t overpaying the IRS each year

After developing and implementing strategies that are specifically tailored to our clients, they’re frequently able to:

? Actually enjoy their free time

? Retire Early

? Travel More
? Spend more time with their families
? Feel confident in their financial situation
? Have peace of mind knowing their retirement income is secure
? Have more control over their taxes

How can we come alongside you and help you gain financial clarity?

Due to the busy nature or your work you don’t have much time or energy left at the end of the day to put into learning how your retirement works, managing your investments or implementing tax planning strategies.

That’s where we come into play.

We are here to help you navigate the confusing financial world so you can have the retirement that you want without spending any more time stressing, guessing and hoping you are making the right decisions for your financial future.

If you’re ready to start planning and take control of your situation then click below to schedule a retirement strategy session

critical mistakes teachers need to avoid to retire young, wealthy & free

  • The TRUTH about tax deferred savings & how you could end up owing over $1,000,000 in taxes!
  • 3 Potential Problems Your Pension Creates that can Cause you to pay more in taxes and healthcare
  • Why so many teachers end up working longer than they really need to & What you can do add years to your retirement

Have Questions On Your TRS or PERS Retirement?