From classroom education to retirement preparation

As an educator, you’ve played an invaluable role in nurturing and growing the minds of future generations. Now it’s time to nurture a financial plan that works for your future. Depending on whether you teach for a public school or nonprofit private school, you may have a defined contribution plan like a 403(b) or 457(b) plan. On top of that, some teachers are eligible for Social Security benefits when they retire, while others aren’t. Every teacher’s situation is different, but one thing’s always the same. True paradise begins with maximizing your hard-earned benefits to enhance life in retirement. The good news is help is on hand.

Here at Paradise Financial Partners, members of our team have a long history of working with and within the education sector. In our experience, many teachers aim to retire before the age of 65. While this is a joyous prospect, doing so comes with obstacles to overcome – especially when navigating health insurance costs and the options available. Retiring early might, for example, make your health insurance premium cost-prohibitive in the years beyond employment.

As your financial advisors, our focus is to enhance your life in retirement by helping manage your accounts, painting a realistic picture and ensuring your finances are working fully for you. We can provide you with up-to-date, tailored advice for all aspects of your financial life. With our help, you have access to a suite of resources, tools and information.

Services Include

  • Retirement Income Planning
  • Social Security Optimization
  • Debt Management Strategies
  • Estate and Legacy Planning
  • Distribution Strategies
  • Smart Borrowing Options
  • Investment Advice and Education
  • Tax Considerations
  • Tax Planning
  • Healthcare Planning
  • Long-term Care Costs