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Custom Retirement Planning for Educators

It is never too early to begin planning for your retirement or evaluate how you’re progressing. Our advisors can help you understand your retirement plan and how to maximize its potential to help achieve your financial goals. We understand that as educators, you face unique financial concerns when it comes to your retirement. 

Even though you may have Minnesota State Retirement System, Minnesota Teachers Retirement Association, Public Employees Retirement Association and/or Social Security, those are fixed incomes and often not enough to support retirees and the risk of inflation during retirement. A tax advantage retirement plan through your employer could make up the difference. The earlier you take control of your future and start saving for retirement, the better.

School Districts We Serve

Austin

ISD 492

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Byron

ISD 531

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Chatfield

ISD 227

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Dover-Eyota

ISD 533

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Grand Meadow

ISD 495

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Hayfield

ISD 203

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Kasson-Mantorville

ISD 204

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Lyle

ISD 497

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Medford

ISD 763

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Owatonna

ISD 368

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Pine Island

ISD 255

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Plainview-Elgin-Millville

ISD 2899

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Rochester

ISD 535

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Southland Adams

ISD 500

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Stewartville

ISD 534

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Triton

ISD 2125

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Zumbro Ed

ISD 6012

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UNDERSTAND YOUR 403(b) OPTIONS AND HOW BEST TO BENEFIT FROM THEM

EFS Advisors® is experienced in crafting uniques strategies that make 403(b)s, 457(b)s, and annuities work for you.

Let's talk about your options!

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