You’re Retirement Is A Puzzle. We’re The Missing Piece.
Navigating your retirement & financial future can feel overwhelming, but you don’t have to figure it out alone. We specialize in helping educators and healthcare professionals understand their complex benefit packages and create clear strategies for a secure retirement
We Help You Put The Pieces Of Your Financial Future Together
Our team is dedicated to meeting the unique needs of public workers, helping you understand your pension and supplemental retirement plans while making the transition into retirement as seamless as possible. Due to the nature of the workplace environment, many of our clients have received poor, self-serving, and often conflicting advice from financial salespeople over their years of service. It’s our job to help you understand all of your choices, whether you choose to work with us or not. We believe that the cornerstone of a happy retirement is having enough guaranteed income to meet your needs. We work with you to determine what your income needs to be and help you create customized goals once those needs are met. Our approach focuses on clarity, transparency, and putting your best interests first in every recommendation we make.
Retirement Planning
Our primary goal is to help you understand the pension or defined contribution plan your employer provides, and we know the ins and outs of hundreds of different pension systems across the country. We want to make sure nothing gets overlooked as you approach retirement, and that conversation starts with one simple question: “What will my guaranteed income be in retirement?” We believe the best time to start planning was yesterday, so we typically work with clients in the years leading up to retirement to plan their exit strategy. Whether you’re five years out or fifteen, we’ll help you understand exactly what you have and how to make the most of it.
Survivorship
One of the biggest concerns for our clients is making sure their loved ones are financially protected after they’re gone. Whether that means choosing the right survivorship option on your pension or figuring out if you need life insurance, we’ll walk you through the options and help you make the best decision for your family.
Supplemental Plans
403b, 401k, 401a, IRA… most of our clients get overwhelmed when they hear these account types and it can feel paralyzing. We constantly hear “I have something, but I don’t even know what it is” and “I have 3-5 different accounts, can they all be combined?” Your situation is unique, but our job is to give you the best advice for your specific circumstances, and we start by clearing up any confusion you have about these supplemental retirement accounts.
Our Mission
At Pres Financial, our mission is to empower educators and healthcare professionals with the clarity and confidence they need to take charge of their retirement. For most people, the workplace plan—whether it’s a pension, 403(b), 401(a), 401(k)—is the most important piece of the retirement puzzle, and yet it’s often the most overlooked. Employer Sponsored Plans are frequently set to auto-pilot or clients are in allocations that they chose 20 years ago that no longer align with their current situation. We meet with people daily who do not understand what they have or if it will be enough. Our job is to decode those plans, demystify the numbers, and map out a personalized strategy so you can stop guessing and start planning with purpose.
Our Team
Gianna Campo
Co-Founder
Ed Orell
Co-Founder
Thomas Nguyen
Licensed Insurance Producer
Mabel Cortez
Licensed Insurance Producer
Don’t Wait To Start Planning Your Financial Future
Let’s work together to create a personalized strategy that aligns with your goals and gives you peace of mind about your financial future.