Education professionals and teachers have unique financial needs. As educators, they often seek a financial advisor who can share insights into the unique opportunities available to their profession rather than merely help them make decisions about their 403(b). They want to plan for a comfortable retirement but often lack the time. And as administrators, they struggle to balance their everyday tasks with the overwhelming duty of implementing and managing an effective 403(b) or 457 plan.
At School Benefit Services, we understand these unique needs and have shaped our practice to address their concerns. We are an independent financial services firm founded by Marina Armbruster with the goal of serving the unique retirement planning needs of education professionals. We strive to provide clients ongoing education, and we can explain complicated concepts in a more simplified manner. Through this, our goal is to help clients not only understand the financial strategies or plans we develop but to also empower them to make decisions and feel confident in their future retirement.
Based in Sacramento, California, we work with school districts and teachers in the greater metropolitan area. Whether you have questions about when you can retire or how you can be more financially prepared for the future, we can help.