Your Retirement Is A Puzzle. We’re The Missing Piece.
Financial planning can feel overwhelming, but you don’t have to go it alone.. We specialize in helping educators and healthcare professionals understand their complex benefit packages and create clear strategies for a more 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 all your options while making the transition into retirement as seamless as possible. We believe the key to a happy retirement lies in having a customized strategy designed to protect your savings and provide reliable income for as long as you need it.
Retirement Planning
Our primary goal is to help you understand the pension or defined contribution plan your employer provides. We want to make sure nothing gets overlooked, and that conversation starts with one question: “What will my guaranteed income be in retirement?”
Survivorship
One of the biggest concerns for our clients is making sure their loved ones are financially protected after they’re gone. We’ll walk you through all your options and help you make the best decision for your family.
Supplemental Plans
403(b), 401(k), 401(a), IRA, etc. The choices can feel overwhelming. But everyone’s situation is unique. Our job, when it comes to supplemental retirement plans, is to give you the best advice for your specific circumstances.
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.
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.