Educators
We are dedicated to serving educators and helping them plan for a secure retirement. We understand that navigating the complexities of pension systems and retirement planning can be daunting, which is why we specialize in providing educators with the resources, guidance, and support they need to make informed decisions.
At The Pension Geeks we are passionate about helping educators understand their pension benefits, including eligibility, options, and how to maximize their retirement income. We work with clients to develop personalized retirement plans that align with their unique goals and financial situation, taking into account factors such as age, income, and risk tolerance.
Whether you are just starting your career in education or approaching retirement, we are here to help you plan for a financially secure future.
Individuals
While you're in your peak earning years, it's important to develop positive financial habits that seek to lay a strong foundation for your savings.
Whether you’re new to investing, established in your career, or planning to retire, we’ll work with you to develop a investment plan that aims to help you manage your money effectively.
Families
As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well. That's why starting a savings plan early is considered vital in pursuing the college education your child deserves; especially as tuition rates continue to rise.
From establishing a college savings plan, to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
Retirees
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you to achieve your goals while you’re still working, and aid your transition to a fixed retirement income.
Ready to get started?
Contact us to start building a investment plan that fits your current life stage.