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Public School Employees


You entered the education field to help people and enrich the lives of others. It’s also safe to say that you didn’t enter the education field for the money. Despite this truth, you can maximize what you earn and create a solid financial plan for the future. 

Although often overlooked, financial planning for teachers and other school district employees is essential. Those in the field of education are often so busy helping others that they can neglect their own needs, such as their financial security. You work hard to put others on the right path; it’s time to work with a financial planner who does the same for you.

Teaching to Understand

As educators, you understand the subjects that you teach. You know the value of teaching to understand, not just for rote learning. We have years of personal experience and industry knowledge, including understanding the ins and outs of the Oregon Public Employees’ Retirement System (PERS) as well as Washington’s Teachers’ Retirement System (TRS), and School Employees’ Retirement System (SERS). 

We understand these retirement systems and pension funds are often extremely complex and overwhelming. The truth is, you could benefit from partnering with a financial advisor who understands the information and can break it down into bite-sized, easy-to-understand-and-plan pieces. Your career is dedicated to educating and empowering others, and so is ours.

Here to Assist You

Whether you are just starting your career, are in the middle of it, or are contemplating retirement, we have the knowledge and tools to help you. Partner with an advisor who specializes in providing sound financial guidance and strategies to educators, administrators, and school employees alike in both Oregon and Washington.