403(b)

Information pertaining to retirement and the 403(b) are abundant throughout the Internet.  However, finding a former teacher, who once contributed to the 403(b) and who is now a full-time, year-round  tax and financial advisor is almost impossible to find…. until now……!

I left the teaching profession in 2004 with the goal of assist teachers and their families in finding quality information about their 403(b), taxes, life insurance, and estate planning.

I currently assist over 300 clients with their financial needs.

If you are looking for more information on how I may assist you with your financial needs, feel free to contact me anytime.

Click Here to go to the 403(b) FAQ page.