Over the last decade, we have helped many teachers, nurses, police officers and other public servants save and invest for retirement. We have a thorough knowledge of the rules and requirements of the Thrift Savings Plan, 403(b) Plans and Tax-Sheltered Annuities. When you say you want to hit the rule of 88 as soon as possible, we know exactly what you mean. Our goal is to help you get to retirement as quickly and painlessly as possible. You've devoted your life to serving others and we want to make sure that you can enjoy the fruits of your labor for years to come.

First-Hand Experience Helping Teachers & Other Public Service Employees

Brian Weckman serves as our public employee planning specialist. His mother, father, stepmother, stepfather, stepsister, mother-in-law, father-in-law, aunt and several cousins are all current or former teachers. This lifelong experience has given him an intimate knowledge of the workings of the public retirement systems. We know exactly what you're dealing with.