Fiduciary Financial Advisors For Teachers

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Teachers


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Teachers


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Teachers?


Personal financial advisors are money management experts that can help you organize and systematize your finances so that you are getting the most from your money. They can help with almost any area of your financial life, including setting up a retirement account, managing an investment portfolio, planning your taxes, estate, or life transitions, and much more.

As a teacher, a financial advisor can help you set a clear path for your financial future. No matter your current situation, an advisor can at least help you assess where you stand, determine a realistic goal, and outline the necessary steps to get there. They can also help you prioritize your spending habits, finding ways to free up funds without sacrificing your lifestyle.

Questions Teachers Should Ask Their Financial Advisor


Will using your services have a high initial cost?

The answer to this question is typically yes. Financial advisors are adept at bringing in high-value returns, but this is only after an initial investment of money. Make sure that you are fully aware of all account minimums, fees, and more that will, at the beginning, come at a cost.

Where will my assets be located?

It is important that your financial advisor give your assets to a third-party broker rather than holding them on their own. The broker’s job is to ensure that no one accesses your money under-the-table. Make sure your wealth is with someone trustworthy.

Can I easily alter my plan if my circumstances change?

Since you and your advisor will likely be working together through several years, make sure you can change aspects of your plan if your needs change. For example, you should be able to easily add or close accounts, and ideally change your pay structure if need be, such as from hourly to percentage-based.

Find A Fee-Only Financial Advisor For Teachers

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Top Financial Advisors Serving Teachers

The biggest benefit to a financial advisor is that they free up an enormous amount of your time. As a teacher, this can be especially valuable; between classes, grading work, and creating lesson plans, you may not have much time or energy to manage your finances. A financial advisor understands how valuable their clients’ time is, so they work to provide you a convenient experience. As experts, you can also be confident in the wisdom of their advice and oversight.

Furthermore, as a teacher, you may not have a traditional retirement in mind. Many teachers, especially those in higher education, continue to work at their position well into their advanced years. A financial advisor can help you set up a retirement account that serves you if this is your choice. Alternatively, you may be adamant about retiring at 65, or earlier. A financial advisor can also make this a reality. No matter the uniqueness of your financial situation, an advisor will have tips and ideas about how to improve it.

Besides K-12 teachers, our financial advisors are also qualified to help those in the following fields:

  • Tenured Professors
  • Associate and Assistant Professors
  • Adjuncts
  • Teaching Assistants and Grad Students
  • Adult Educators
  • Preschool Teachers

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Teachers

The cost of an advisor depends mostly on your assets under management and the service you use from them. More services and a greater AUM generally translate to a higher cost; however, proportional to your total asset base, the cost tends to decrease as your assets grow.
A financial advisor can give you the guidance you need to make smarter financial decisions. They are useful because, unlike books or other resources, they are cognizant of your specific financial situation and goals, and so can provide personal and well-informed advice.
Are you a fiduciary? How long do you think it will take to start seeing returns? Do you have experience working with other teachers?
Financial advisors can accommodate many different pay structures. For teachers, a flat fee or hourly rate may be your best bet. This ensures that your bill is as predictable as possible. As your AUM grows, you may wish to switch to a percentage fee. Talk to your advisor about your options.